Focus with Medical Professionals

Innovative Financial Solutions has a long track record when it comes to working with members of the medical community.  We have a combined 49 years of experience helping medical professionals meet their financial goals.

Client Demographic - A large portion of our client base are medical professionals.  This base gives us the insight to address common concerns among our clients, and positions us to help them meet these challenges.

Concerns Common to Medical Professionals- We assist with concerns common to Medical Professionals such as designing retirement plans that maximize tax benefits, advising on employee benefits for medical practices, as well as tax and estate planning.

Insurance Plans -  The team at IFS provides advice on individual and group disability income insurance and life insurandce to make sure that your family and practice are protected.

Putting it all together - We understand your time is valuable. This is why we have implemented a web-based wealth management system to aggregate all of your accounts and documents in one easy to access location. View a demo of the IFS Wealth Management System here.

To schedule an introductory appointment, please contact Ian Essling at 812-337-1999 or iessling@financialpg.com