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Financial Care for Physicians

Doctor Talking to Boy in Wheelchair

Wealthcare Financials works tirelessly in assisting Physicians of almost all specialties and we are proud to work with those who take care of us. Having dedicated your life to service, we feel it's only right we serve you. Through education on some of the most pressing issues, like death and disability, our experienced team walks you through every step from education to underwriting, guidelines, and timeline for approvals. Knowing your job is hard enough, we make protecting yourself and your loved ones as easy and painless as possible!

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Doctor Analyzing X-Rays

For those who own, or will own a medical practice, we focus on the core philosophy above, but also highlight the importance of protecting their practice from disability with Business Overhead Expense insurance.  This type of insurance is designed to keep the business afloat in the event of a disability. Best known to pay many of the monthly bills, loans, and even for a replacement Physician, this is critical for your practice in such events.

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At least 51 million working adults are without disability insurance in the U.S.

The average disability claim lasts 2.5 years.

Only 48% of Americans have at least three months of expenses in savings.

Get Started Now!

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Kris Schwartz

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Office: 512.651.2977 

Fax: 512.758.8022

Mobile: 210.382.1857

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kschwartz@cwsplanning.com

 

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901 S. Mopac Expressway Barton Oaks IV
Suite 150
Austin, TX 78746

Mon-Fri: 8:00 AM - 5:00 PM
Sat-Sun: By Appointment

Check the background of your financial professional on FINRA's BrokerCheck.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.   

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We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

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Capitol Wealth Strategies and Wealthcare Financials is an Agency of The Guardian Life Insurance Company of America®  (Guardian), New York, NY.  Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC.  OSJ: 901 S. Mopac Expy, Barton Oaks IV, Ste 150, Austin, TX 78746, ph# 512.651.2009 PAS is a wholly-owned subsidiary of Guardian. Capitol Wealth Strategies is not an affiliate or subsidiary of PAS or Guardian. 

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 2023-164490 Exp 2025

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