IFG for Physicians
& Dentists
IFG for
Physicians
& Dentists

Specialty through experience.

With over 30 years of experience serving physicians and dentists, our unique knowledge base allows us to provide the most specialized guidance to medical professionals. Our expertise includes student loans, contract guidance and negotiation, tax strategies, disability insurance and planning for the future.

Slide Financial Planning For
Academic & Hospital-Based
Physicians 1–10 Years Out of Training.
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By IFG Advisors Weston Manley, CFA, CPA, CFP® Financial Planning For
Academic & Hospital-Based
Physicians 1–10 Years
Out of Training.

Student Loan and PSLF Planning

The experience of calling a loan servicer can result in more questions than you had going in.  We can help develop a strategy to pay off your loans or maximize forgiveness under the PSLF program.

Cash Management

Going from making $4,000 per month in training to $15,000+ as an attending, now what? How do you allocate, save, and plan for the future?

Disability Insurance

After 4 years of medical school and at least 3 years of training it’s important to protect your largest asset, yourself.

Contract Review and Negotiation

After receiving an offer, what’s next? Do you counter? If so, how much? Should you ask for a sign on bonus? Student loan bonus? Stipend? Pay for tail coverage? Is your bonus a forgivable loan?  How will that impact your taxes and when?

Home Purchase and Financing

Whether you are purchasing your first home, moving to your second, or refinancing your current mortgage, we can help you understand the process and financing options including physician mortgages.

Student Loan and PSLF Planning

The experience of calling a loan servicer can result in more questions than you had going in.  We can help develop a strategy to pay off your loans or maximize forgiveness under the PSLF program.

Cash Management

Going from making $4,000 per month in training to $15,000+ as an attending, now what? How do you allocate, save, and plan for the future?

Disability Insurance

After 4 years of medical school and at least 3 years of training it’s important to protect your largest asset, yourself.

Contract Review and Negotiation

After receiving an offer, what’s next? Do you counter? If so, how much? Should you ask for a sign on bonus? Student loan bonus? Stipend? Pay for tail coverage? Is your bonus a forgivable loan?  How will that impact your taxes and when?

Home Purchase and Financing

For those in private practice, instituting a company retirement plan can help with Whether you are purchasing your first home, moving to your second, or refinancing your current mortgage, we can help you understand the process and financing options including physician mortgages.

Free loan consultation

for physicians and dentists

We believe successful partnerships begin with a firm understand of one another’s needs when money is involved.  IFG offers complimentary consultations to physicians and dentists.  If you’ve got questions, let’s chat.

Free loan consultation

for physicians and dentists

IFG Advisors Journal
for Physicians & Dentists