Complementary Resident Physician Financial Planning Program

Welcome New Physicians: Take Charge of Your Financial Future

Your Complimentary, Personalized Financial Planning Starts Here!

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Empowering New Physicians — Financial Clarity from Day One

Step confidently into your medical career with Ameriwealth Financial Group, LLC. We understand the unique challenges new physicians face: student loan burdens, limited time, and the uncertainty of early-career finances. That’s why our Resident Financial Planning Program is designed just for you — providing expert guidance with zero cost or obligation.

What Makes Us Different?

  • Personalized, Physician-Focused Guidance: Work one-on-one with a financial planner who specializes in serving physicians and understands your journey.

  • No Fees, No Pressure: Enjoy truly complimentary financial strategy sessions, without sales pitches or hidden agendas. Our mission is your clarity and confidence.

  • Early-Stage Expertise: Get strategies tailored for PGY1 and PGY2 residents — so you build smart financial habits right from the start.

Program Highlights

  • Free One-on-One Strategy Session: Receive personalized planning with a licensed CFP® to address your unique financial situation.

  • Student Loan Solutions: Access expert guidance on managing, consolidating, or refinancing your student debt efficiently.

  • Budgeting Made Simple: Develop a spending plan tailored to your goals and lifestyle as a new physician.

  • Insurance Essentials: Gain clarity on the types of coverage needed at the early stages of your medical career.

  • Investment and Retirement Starter: Start building your wealth and planning for retirement with confidence from the beginning.

  • Tax Optimization Strategies: Learn smart ways to minimize your tax burden and maximize your take-home pay, including credits, deductions, and retirement account contributions specifically for medical professionals.

  • Ongoing Support: Continue to receive guidance and partnership throughout your residency, all on your terms.

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Let's Get Started!

Start your career empowered. Schedule your complimentary strategy session today — no cost, no pressure, just clear and actionable guidance tailored to your unique path.

Are you ready to take control of your financial future? Discover how we can help you achieve your goals with confidence and peace of mind.