HOW CAN WE HELP?
Twin Oak Advisors has had the opportunity to educate and serve many individuals from Case Western & the University Hospitals Health System in recent years and would love to help you and others in your program address some of the top financial concerns we hear from early-career physicians. Below you can find more information on our physician-focused services - please let us know if you have any questions or would like to schedule a call with one of our specialists.
NEED DISABILITY INSURANCE?
One of our Twin Oak Insurance Specialists is happy to run a free, no-obligation comparison of the 6 major carriers and walk you through the process as we have for thousands of residents and fellows across the country. We are independent of any specific carrier and our goal is to find the best policy for YOU.
FEMALES: in the state of Ohio we can secure gender-neutral rates for disability insurance through Ameritas (many others have higher rates for females), which paired with training discounts can save you even more.
DO YOU HAVE STUDENT LOANS?
Are you confident that you’re on track for student loan repayment or public student loan forgiveness? Our experienced Financial Advisor specializing in Student Loan Guidance, Kyle Flynn, CSLP, can provide a detailed student loan analysis to help determine which repayment strategy is right for you and can help save you money in the long run. You can schedule a free, no-obligation consultation with Kyle to get started.
If you are transitioning into practice and/or looking for more comprehensive financial planning including topics such as Investment Allocation, Employer Benefits & Retirement Plans, or College Funding Projections, please let Kyle know.
PROGRAM COORDINATORS, CHIEF RESIDENTS, AND DEPARTMENT HEADS
We don't just work with individual physicians! We are happy to work with program coordinators, department heads, etc. to arrange webinars or presentations specifically for your group on student loans, disability insurance, or how to make the transition from training to practice. Looking for something specific? We'd love to connect and discuss it!
Interested in hearing more or setting up a webinar for your program or department? Please reach out to firstname.lastname@example.org.
Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.
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