The Cautionary Tale of My Family Physician

In July 2006, I received a call from my family doctor, "Michael, I can't be your doctor any more ..."

"But, why doc?"

"I have pancreatic cancer; I only have a few more months to live. Here is a list of family doctors you can go to."

I was dumbfounded by this terrible news. "But doc," I said. "You can't just go like this. What about your wife and children?"

There was a long pause. Then he said, "We are totally unprepared for this. Michael, you are the only financial expert I know; please help my wife and children."

Two months later, my family doctor passed away. He took care of his patients to the last moment. But nobody took care of his family finances. I did my best to help his surviving family, but their lives could have been a lot easier if his finances were in good order. That's when I decided to focus my wealth management practice on helping physicians deal with their financial challenges.

Join The 5% Club of Highly Successful Doctors

Over the ensuing years, I talked to many physicians and listened to their stories. What I discovered was shocking: 95% of physicians, like my family doctor, are failing to take care of their own family finances in a comprehensive manner. Only 5% are succeeding.

I call this very rare group the 5% club of highly successful physicians. I have identified five strategies that are common to their success, and I built a team of experts to execute those five strategies for my physician clients so that they can also join the 5% club.

Does this story resonate with you? For you, it's not too late. I'd be happy to start a conversation to explore how I can have a major impact on your situation and help you join the 5% club. Click to schedule a discovery meeting with me.