Custom Financial Plans for Healthcare Professionals

Financial Solutions for Physicians and Other Healthcare Professionals

Financial Solutions for Physicians and Other Healthcare Professionals

Physicians and other healthcare professionals have specific needs when it comes to financial planning. For this reason, it's important for them to utilize a financial advisor that is familiar with finding solutions tailored to their industry.

Whether you're in the beginning stages of your career and need help with student loans, budgeting and beginning an investment strategy, nearing the end of your career and looking forward to retirement, or anywhere in between, we can help put together a financial plan that addresses your individual concerns in order to help eliminate financial stress. 

Student Loan Debt Consulting

Student Loan Debt Consulting

With the average total student debt among medical school graduates being $241,60011, putting a plan in place to pay off your debt can feel overwhelming. At Claritas, we can help determine if Public Student Loan Forgiveness,  income-driven repayment programs, refinancing, consolidation or other options are right for you.


Learn More About Managing Student Loans
Financial Planning for Physicians

Financial Planning for Physicians

Whether you're just getting started with your career, starting family planning, looking forward to retirement, or anything in between, we are here to help you put a financial plan in place. With expertise in financial planning for physicians, we can provide clarity and help eliminate financial stress.

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Retirement Planning and Beyond

Retirement Planning and Beyond

As a physician, you've worked hard your entire career helping improve the quality of life for others. But now it's time to retire and focus on what you want to do with your time. Whether it's volunteering, traveling or rekindling a new hobby, we can create a retirement plan that will allow you and your loved ones to pursue the retirement life you've always wanted.

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In School/Residency

In School/Residency

When you're in medical school, you'll start formulating your plan for loan repayment, budgeting and managing debt. As you progress to residency, it will be important to start considering retirement plan options and learn about various investment strategies. Talking to a financial advisor who understands the unique financial needs of medical students and residents and who can also help you plan for insurance and benefits will be crucial from the start. 

Download the Basics of Managing Debt
Practicing Physician

Practicing Physician

As a practicing physician, your focus shifts to regular investing and wealth accumulation. With thoughtful financial guidance, we'll help you build your reserve and plan for other milestones in your life, including starting a family, purchasing a home and education planning. Don't forget to also regularly check in with your disability insurance policy and legal documents, such as your estate plan, to ensure everything is up to date. 

Download the Basics of Investing
Private Practice

Private Practice

When you are a practice owner, you are juggling between the responsibilities of both your personal and business finances. We can help you establish separate business and personal financial goals while attending to the specific needs of your practice. From debt reduction to guidance on retirement plans, we'll be with you every step of the way as you manage your practice. 

Learn More About Retirement Plans for Business Owners
Schedule a Consultation

Schedule a Consultation

Peter Berlin, CRPC® has nearly 35 years of experience in the financial services industry and is dedicated to putting his clients’ interests first. He is committed to explaining things in comprehensible terms and takes care to understand his clients’ needs and values. Peter offers comprehensive financial advice and a broad range of solutions to help physicians and other healthcare professionals reach their short and long-term life and financial goals. Want to hear more from Pete? Watch his latest market update videos here
CRPC conferred by College for Financial Planning.

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Resource Center


Medical Professionals - A Prescription for Your Financial Health 

Navigating the challenges facing healthcare professionals can feel like an uphill battle in today's fast-paced world. Here are some tips to help ensure that your financial health is in good hands.

Nurses and Insurance Consideration

Being a nurse comes with many challenges, both in their profession and everyday life.

4 Financial Strategies for Doctors

Physicians have unique needs as investors. Many face special challenges because of higher liability risks and complex financial situations.  Here are 4 strategies to help you grow your wealth, protect your assets now and in the future, and thrive financially in an ever-shifting landscape of industry changes. 

Financial Considerations for Travel Nurses

As challenging and exciting as the nursing profession might be, adding travel brings a new dimension to the vocation.

A Guide to Retirement Planning for Doctors

Working in medicine may be challenging, especially with the strain placed on health care professionals throughout the COVID-19 pandemic. Working towards a comfortable early retirement may be a financial goal for some physicians. Here are some suggestions that doctors may use to manage financial independence.

What Do Physicians Need To Know About Choosing A Financial Advisor?

Before getting started with your search for a financial advisor, it's important to understand what factors are important for doctors and physicians. Click here to learn more.

Why You Need a Financial Professional Who Understands Your Industry

When choosing a financial professional, keep in mind that understanding the numbers and the markets isn't enough. You need a financial professional who understands the medical industry in general and your profession in particular. Learn more here.

3 Tax Strategies Every Doctor Should Consider

Being a doctor comes with a lot of stressors, but planning for taxes should not be one of them. As a doctor, you have been through years of hard work and may be looking for ways to help limit your tax liability and preserve as much of your hard-earned income as possible. Learn more now.

Disability Insurance: 5 Reasons Doctors Need to Protect Their Income

It took you years of training, education and commitment to get where you are. And now you have a lifestyle and a financial future to protect if you become too sick or hurt to work. Here are five reasons to consider protecting your income.

Disability Income Insurance: How It Works for You

Protecting your income using individual Disability Income insurance is a smart move. And to help you better understand this type of insurance, here is a general overview on how it works.

Disability Income Insurance: Typical Policy Features

Although there is no such thing as a standard disability policy, you're likely to see most of the following terms, conditions, and benefits included and explained in most individual disability contracts.

5 Types of Retirement Plans for Small Business Owners

Although small business owners may offer a classic 401(k) for their workers along with other benefits such as insurance and other perks, such a plan may not be the right option for the owner of the company. You can use the following tips to help you decide which option is appropriate for you and your practice.