Costly Investment Mistakes

In helping hundreds of doctors reach financial independence over the past 30 years, we’ve discovered that most doctors are losing 2% a year or more off their annual returns due to several common investment mistakes. Those include keeping excess cash on hand, paying excessive fees, and investing emotionally (buying high and selling low).

For the typical doctor saving $5,000 a month over their 30-year career, that results in a loss of more than $1,500,000 in their nest egg at retirement! Few doctors can afford that kind of loss and still reach their financial goals.

Roughly 20% of doctors have the investment skill, time, and discipline necessary to handle their own investments and achieve good results. The other 80% need help to some degree. But doctors don’t need help from just any advisor. They need the right advisor to help them achieve their financial goals.

Selecting the Right Advisor for You

Who can you trust to invest your hard earned dollars? Below we discuss 6 characteristics to help you find the right investment advisor...