Here’s some new thinking: Let’s be honest. You don’t know everything. The financial world is a complex minefield that requires a certain sophistication to navigate. Even if you do know everything; do you have the time to monitor your investments, follow the market, and stay on top of updating your documents? You need someone to navigate the process and keep you on track. And, you need the right person for the job. There are aspects of a doctor’s financial life that only a financial professional who specializes in doctors can understand. Estate Planning Guidance
Tax Reduction Strategies
Employee Benefit Planning
It’s true; you’ll have to pay these professionals. It is an expense that is incurred for the service they provide. But in today’s atmosphere of ever-changing opportunity and risk, it is an expense that is fast becoming simply a necessity. While some are paid by commission, and others charge a flat fee, what we can provide is an objective, unemotional evaluation of your financial big picture (Impact Study).
Rather than making doctor clients select from a “menu” of portfolio options. Doctor clients require non-traditional solutions, our creativity and experience allow us to generate innovative, yet strategically sound, investment solutions.
We exhaust all investment avenues to find optimal solutions for our clients.
The Wilshire-Pennington Group is dedicated exclusively to wealth management for doctors. It was founded for the sole purpose of helping doctors save more of what they earn, and reduce financial uncertainty. This goal allows doctors to truly enjoy an improved quality of life. The Wilshire-Pennington Group is committed to ongoing research and development of new programs to meet the needs of doctors in the ever-changing economic environment of the world today.
Wilshire-Pennington Group was founded with the goal of assisting our clients in every aspect of their financial lives. We endeavor to provide a level of personalized service exceeding the industry standard. For each of our clients we strive to help create financial stability and security to provide financial independence.
Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 405-751-8600.