We make your goals our goals...
With 25 years of working with healthcare professionals throughout the country, we understand that each individual is unique and deserves one-on-one attention when customizing their financial portfolios. We are dedicated to addressing the needs of healthcare professionals from your residency training and beyond.
It all boils down to customer service and the dedicated professionals at Sanfillipo Financial make it a priority to be personally available to you.
Our promise is to get to know you, your personal goals, your values and your risk tolerance and customize wealth management strategies that reflect your vision. Planning is an essential first step to creating and managing a plan that will help lead to your financial success; not only for yourself but for your family and your career.
It is our pleasure to welcome you into a confidential and trusted relationship with Sanfillipo Financial.
There are many stages to Planning through various life events, we wanted to highlight on the key areas.
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Dental or Medical School
Starting to worry about student loan options?
Looking for a customized budget?
Individual is looking for a customized financial website (watch video under "What is Financial Planning").
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Residency Program
Disability Insurance
Life Insurance
Cash Flow Breakdown
Financial Seminars
Contract Negotation
Goal Planning
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Running your Practice
Integrated Wealth Managment
Life Insurance Planning
Tax-Smart Investing Strategies
Business Planning (see business owner page for more details)
Goal Planning
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Retirement Focused
401(k) rollover
Liquidation Strategy
Retirement Planning
Business Sucession Planning
Asset Allocation Changes
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Enjoying your Retirement
Business Liquidation
Private Equity Buy-Out Opportunity
Asset Managment
Estate Planning
Services to Healthcare Providers:
Financial Planning
Insurance Strategies (life, disability, health)
Investment Strategies
Education Savings
Retirement Planning (individual and group)
Coordination of benefits with other professionals (CPAs, attorneys, etc.)
Additional Services for Residents:
On-site Financial Planning Seminars
Disability Income Insurance / Life Insurance Reviews
Retirement Planning Options
Business Planning Services
For more information visit: