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We are NOT affiliated with the State of Maryland. If you are looking for information about Maryland income taxes, please go to www.marylandtaxes.com.


Useful Links:

FindAGoodCPA.com - Not a healthcare professional?  Find a CPA or EA who understands the tax issues specific to you.

IRS Web Site - for tax forms, publications, and general tax information.

Exchange Authority - New England's first authority for IRC 1031 Exchanges

Cost Segregation Studies - Accelerate tax depreciation deductions on new and existing buildings through cost segregation studies

Social Security - find out the latest rules or your projected retirement benefit.

The Company Corporation offers fast, reliable & affordable incorporation and LLC services.

 


DIRECTORY OF FINANCIAL PLANNERS

Looking for a financial planner?
Below is a directory of financial planner with experience dealing with the various financial planning issues common to young health care professionals:

           

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State

Metropolitan
Area

Advisor &
Firm Name

Telephone # &
E-Mail Address

Broker/Dealer Info
(securities offered through)

CA

Palo Alto

David S Meyers

Meyers Wealth Management

(800) 993-2994
Send Email

 N/A
Registered Investment Advisor
Fee Only

CA

Sacramento

Mark K. Sisto, CFP, CPA

Gonzales & Sisto, LLP

(916) 614-9009
Send Email

 N/A
Registered Investment Advisor
Fee Only

FL

Southwest

Robert Chapman, CPA, PFS, CMA

Chapman & Co., P.C.

(585) 249-5060
Send Email

 Genworth Financial Advisers Corp, an SEC Registered Investment Adviser
200 N Martingale Rd 7th floor
Schaumburg, IL 60173
(888) 528-2987

IL

Chicago

Richard Rosenbaum, CPA, MBA

Rx Financial Security

(847) 673-4010
Send Email

N/A
Registered Investment Advisor
Fee Based Only

LA

New Orleans & Baton Rouge

Eric Rigby, CPA/PFS

Registered Investment Advisor &
Louisiana Registered Insurance Producer

The Rigby Group

(504) 586-3051
Send Email

Charles Schwab Securities through
FD Advisors LLC

600 Peachtree Street, NE
Atlanta, GA 30308
 

MA

Boston

  Susan Schwartz, CFP

Susan Schwartz Financial Planning, RIA

(781) 938-0045 x17
Send Email

N/A
Registered Investment Advisor
Fee Only

MA

Ipswich

Richard Cella III

Ipswich Bay Financial Resources

(888) 356-6554
Send Email

Investors Capital Corporation
Member, NASD/SIPC
230 Broadway
Lynnfield, MA 01940
(800) 949-1422

MD

DC Burbs

Laurette M. Dearden, CPA, CFP 

(301) 604-0121
Send Email

H.D. Vest Investment Services
Member, SIPC

6333 North State Highway 161,
Irving, TX 75038
(972) 870-6000

NC

Greensboro/Winston-Salem

Carter W. Leinster, CFP, ChFC, CLU

Triad Financial Advisors, Inc.

(336) 230-0071
Send Email

Royal Alliance Associates, Inc.
Member, NASD/SIPC

733 Third Ave, 4th Floor
New York, NY  10017
(800) 821-5100

NJ

Central

David L. Bailin, ChFC, CLU, CLTC 

Personal Wealth Strategies for Physicians

(609) 586-9308
Send Email

Securian Financial Services, Inc.
 Member FINRA/SIPC
Registered Investment Advisor

400 Robert Street North
St. Paul, MN 55101-2098
 

NJ

Northern NJ & Tri-State

Robert Troyano, CFP

Money Concepts

(201) 226-1040
Send Email

Money Concepts Capital Corp
Member, NASD/SIPC

111 Route 303
Tappan, NY 10983
 

NY

Buffalo/Niagara

James G. Carey, AAMS, Financial Advisor

Edward Jones

(716) 836-5878
Send Email

Edward Jones
 Member, NASD/SIPC

700 Maryville Centre Drive
 St. Louis, MO 63141
 

NY

Long Island

Harry R. Wigler, CPA/PFS

Physician Financial Services
 

(516) 677-5015
Send Email

Specializing in Income Protection and Wealth Accumulation Strategies for Physicians

NY

Long Island

Scott J. Edwards

Northwestern Mutual Financial Network

(516) 465-9500 x115
Send Email

Northwestern Mutual Investment Services, lLC
Member, NASD/SIPC
40 Cuttermill Road  Ste 301
Great Neck, NY 11021
(516) 465-9500

NY

Long Island

Glenn Kempa, CPA

(800) 477-5857
Send Email

N/A
Licensed in NY for life, health, and disability insurance

NY

Rochester

Robert Chapman, CPA, PFS, CMA

Chapman & Co., P.C.

(585) 249-5060
Send Email

Cetera Financial Specialists LLC
 
(doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
200 N. Martingale Rd., Schaumburg, IL 60173; phone 888.528.2987

OR

Eugene

W. Ben Utley, CFP

Physician Family Financial Advisors Inc.

(541) 463-0899

Send Email

N/A
Registered Investment Advisor, Fee Only
Member NAPFA

OR

Portland

Russell D. Francis, CPA, CFP

Portland Financial Advisors, Inc.

(503) 684-6116
Send Email

N/A
Registered Investment Advisor, Fee Only
Member NAPFA

TN

Nashville

Melvin Spain, PFS

Spain Wealth Management Group, LLC

(615) 794-7792
Send Email

N/A
Registered Investment Advisor
Fee Only
 

TX

Central

William Hamilton, CPA, PFS

Hamilton, Pyle & Bowman, LLP

(512) 671-7711

Send Email

N/A

TX

Dallas/Ft. Worth

Michael Morrow

WealthQuest Financial Services, LLC

(866) 343-9726
Send Email

N/A
Financial Strategist to the Medical Community

TX

Dallas

Mina Castaneda

SNB Bank of Dallas

(972) 624-2907
Send Email

N/A
Healthcare Lenders

TX

Lubbock

William M. Suter

Disability Insurance Specialties

(877) 765-6785
Send Email

N/A
Specialists in Disability Plans for Physicians

VA

Northern Virginia

Kenneth K. Liu, CPA
Financial Advisor

(703) 723-6388
Send Email

1st Global Capital Corporation
Member, FINRA/SIPC
12750 Merit Drive, Suite 1200
Dallas, TX
75251
877-959-8400

Financial Planners: Click here for information on getting listed on this directory..

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