About the Business

Helping physicians across the country use money to live better lives. We help doctors use their money as a tool to live great lives. You’ve worked hard for your career —You shouldn't have to work hard to manage your finances. You have enough on your plate already. Let us help with the financial decisions so you can focus on increasing your free time. As a young medical professional, it can be hard to balance your work and personal life. Add financial planning into the mix, and there goes the rest of your down time. Recognizing that you need help with your finances is the first step. By partnering with an experienced team of professionals who know how to help, you can get back more time to do what you love. Prioritize your financial goals!

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Location & Hours

3399 Tates Creek Road, Lexington, Kentucky 40502, United States, USA

Business Hours

Mon08:00 AM - 05:00 PM
Tue08:00 AM - 05:00 PM
Wed08:00 AM - 05:00 PM
Thu08:00 AM - 05:00 PM
Fri08:00 AM - 05:00 PM
SatClosed - Closed
SunClosed - Closed
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