Physician
Connecting Specialist
We are here to bridge the gap and connect you with anyone you need. From financial advisors and accountants to realtors and attorneys, our network is here to help you!
Financial Advisors
Looking for a 'financial advisor' instead of a 'financial salesman', we can connect you
Local Realtors
Thinking of buying or selling a house, we can connect you with someone in your area
Accountants
Need someone to handle your books and/or taxes, you've come to the right spot
Mortgage Lenders
We can connect you with a lender even one that specializes in physician loans
Student Loan Advisors
Unsure of how to handle your student loan debt, we've got the perfect team to help
Insurance Agents
Needing any insurance (auto, homeowners, life, disability, etc.) - we are here for you
Debt Advisors
Feel trapped in a mountain debt, we can help you get out of your debt
Attorneys
From real estate to mergers and acquisitions and everything in between
New Business Advisors
If you're wanting to start your own practice, we can be there to get you launched
Get The Right Connection,
The First Time
Our goal is to connect you with the perfect company or individual for anything you might need in your personal life. From financial matters to attorneys we will connect you with the best fit.
No Cost
There is no additional cost to use our services
Coast to Coast
Connections all over the United States
FAQ's
Answers to some of the most common questions we get
We help you find the right company or individual for anything in your personal or financial life. This could be a investment advisor, attorney for legal documents, realtor in your local market, student debt advisor, mortgage lender focusing on physician loans, or an accountant that specializes in working with business owners.
We do not charge any fees to the physicians we work with. Our company may have a revenue share agreement with the companies or individuals we send you to but you will not see any extra cost.
If you are in need of any of the services we offer just let us know what you need, where you live, how to contact you, and any other pertinent details and we will refer you to the best person.
Absolutely. Here are a few examples of recent successes from some satisfied clients.
Physician Loan
Problem: We had a physician who was on a J1 visa and wanted to purchase a house. He explored loan options with a large bank and shortly before he was set to close on the house the lender said they could not close because the upper management would not approve.
Solution: Desperate to find a lender that would underwrite him on a J1 visa, this physician reached out to us. We were able to get him in touch with a local lender that specialized in physician loans and he was able to purchase the house with no issues.
Disability Insurance
Problem: A medical resident had multiple pre-existing conditions and would have most likely been declined during underwriting if they went the traditional route for income protection.
Solution: With residency about to end and knowing that is a great time to get disability insurance the resident approached us for some guidance. After learning about their situation and finding out where they are doing their training their residency program had a guarantee issue disability plan that they did not know about. We connected the agent with the program and the physician and they were able to get individual disability coverage without going through underwriting.
Retirement Account
Problem: A physician who just completed a fellowship was unsure what to do with their 401(a) retirement account at their prior institution. They were going to roll it into an Individual Retirement Account but had some questions.
Solution: They got in contact with us and after learning about their situation we discovered they’d be a great candidate for a Roth conversion for their 401(a). A Roth conversion is where you pay the tax next year at a potentially much lower income bracket and all future growth of the account is tax free. We connected them with an investment advisor and they handled the rollover and conversion for the physician.