Company Description (LinkedIn): Our specialty is financial planning and investment management for you, Gen X & Gen Y physicians and your family. Together, we will navigate the complexity of everyday life by crafting a streamlined financial plan that is agile for your evolving needs. We will help you utilize your wealth to free up time and energy to focus on your family, your practice, and what you love most.
Advisory Services and Financial Planning offered through Vicus Capital, Inc., a Federally Registered Investment Advisor.
Services: Financial planning, investment management, student loan management
💁 Advisory Services Offered
💲 Compensation Options