It's easy to bury your head in the sand when it comes to student loan repayment. We get it. But how costly could this decision be?

Join us for a 30-minute, virtual Student Loan round table where Twin Oak Advisors answer your questions about the Do’s and Dont’s of Loan Repayment & Forgiveness Strategies as an Early-Career Physician. Register today to learn how doing a few things correctly during training can save you today and in the long run!

The panel will feature Kyle Flynn, CSLP®, a Financial Advisor specializing in Student Loan Strategies dedicated to assisting physicians.

UPCOMING STUDENT LOAN WEBINARS

Please check back for future webinar dates. 

 

 

 

Kyle Flynn CSLP® has been helping residents and fellows across the country for 6+ years

WHAT MAKES US DIFFERENT? YOU DO!

Your unique career path and different employment options create many opportunities, but also confusion when it comes to loan repayment. We specialize in YOU and have worked with thousands of physicians at over 300 different training hospitals across the country for the past 4 decades. The laws and forgiveness plans seem to be changing every year. We stay up to date to make sure that your student loan plan is right for you!

We do not receive referral fees from Re-Finance companies, which allows us to present your options in an unbiased manner. Your best interest is our priority.

CAN’T MAKE THE WEBINAR?

Don’t worry, we host these regularly or you can schedule a free, no-obligation initial consultation with Kyle below.

SCHEDULE A CONSULTATION


GET AHEAD OF YOUR SITUATION

After the free, no-obligation initial consultation or webinar, we charge a flat monthly fee for the formal recommendation/projections. The fee decreases after the first year to adjust your plan as needed.

  • We can help you answer loan-related questions and updates to your dynamic life including moonlighting income, marital status, entering practice.

  • We will assist with your Income Reverification & Employer Certification to make sure these important boxes are checked correctly & according to your plan.

  • Annual Fee: $600 ($50/month)

*If you are looking for more comprehensive financial planning including topics such as Investment Allocation, Employer Benefits & Retirement Plans, or College Funding Projections, please let Kyle know during your initial consultation.

Sense of Security Going Forward

  1. After developing your student loan plan, a recurring plan to help with income recertification each year. Missed forms and untracked payments can cost thousands down the line.

  2. Enjoy one less thing to worry about now that your loans are taken care of.

 

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