Broker Check

Medical Professionals

Some advisory groups market themselves as having unique expertise in working with specific types of clients to seemingly justify charging unnecessarily high fees. It is true that financial plans for medical professionals are generally more complex than average. But, at Elemental, we work with a diverse set of clients, including medical professionals, and all clients receive a personalized, comprehensive financial plan at a cost that is fair and transparent. Let’s schedule a time to talk today.

Unique Challenges Facing Medical Professionals

Paying off Students Loans

Paying off Students Loans

If you have student loans, we will determine the optimal strategy, within the context of your overall financial plan, to eliminate this debt.

Protecting Your Assets

Protecting Your Assets

You’ve worked hard to get to where you are, but medical professionals are often the target of frivolous lawsuits that stand to devastate all that hard work. Let us help you protect your income and assets from these lawsuits.

A Late Start on Saving for Retirement

A Late Start on Saving for Retirement

The many years you spent acquiring advanced degrees means catching up on saving for retirement. Let us help you come up with a financial strategy that can make up on lost time.

Our Scientific Approach

We know you appreciate science, data, and analytics. Our team at Elemental does as well.

Matt earned his Bachelor’s degree in chemistry and worked for two years as an analytical chemist before giving into his other passion, finance. He naturally brings a scientific and analytical perspective to the financial planning process.

Meanwhile, Thomas is an Associate Professor of Finance at Saint Louis University and has earned research awards for his work on retirement investing2. Thomas draws from the latest findings in academic research and trends from the industry to bring innovative solutions to the financial planning and investment management processes.

Our approach is a collaborative one. We can speak to the data and analytics behind the work we do in a manner that will make sense to you. This will allow you to be a part of our team when it comes to developing your financial strategy, giving you more confidence in the plan we map out for you.

Comprehensive Financial Planning Services:

- Retirement Planning (Solo 401k, SEP IRAs, Roth IRAs)
- Supplemental Investments
- Cash Balance Plans
- Disability Plans (Medical Professional Specific)
- Insurance Planning (Life, Long-Term-Care)
- Student Loan Planning
- Budgeting (Family, Home Buying, Other Large Purchases)
- Debt Management
- Education Planning (529 Plans)

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