
Justin W. Rice, CFP®, CSLP®
Immediate Past President
Most doctors struggle with their personal finances. Even though they have high incomes and years of education, many feel behind, confused, or unsure if they’re making the right money decisions.
Here are the three biggest challenges I help doctors solve:
• Understanding and managing large student loan debt
• Building a solid financial foundation despite a late start
• Avoiding common mistakes like overspending, high taxes, & risky investments
For the past 10+ years, I’ve worked closely with physicians at every stage... from residency to retirement. I’ve helped hundreds of doctors take control of their money with clear advice, solid insurance protection, and a plan that actually fits their life.
I offer full financial planning that includes student loan strategies, insurance planning, proactive tax mitigation, investing, and more. Unlike many advisors, I focus on specifically helping physicians... so I understand your time, your stress, and the unique challenges you face.
If you’re a physician who’s ready to feel more confident about your finances, I’d love to connect and learn more about your goals.
DM me "GUIDE" and I'll send you a free 8-page guide, "Four Financial Strategies for Physicians".
Securities and Investment Advisory Services offered through OSAIC WEALTH, INC., Member FINRA/SIPC. OSAIC WEALTH is separately owned and other entities and/or marketing names, products or services referenced here are independent of OSAIC WEALTH.