Doctor's Eyes Only: Exclusive Financial Strategies for Today's Doctors and Dentists - Softcover

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TOM MARTIN As a specialist for physicians, Tom has been privileged to provide training for physicians in some of the top academic programs and private practices around the country. It was through these efforts, and the prompting of numerous clients that Tom first dreamt of putting this material into an easy-to-explore format for physicians and their spouses. For his graduate work at the Institute of Personal Financial Planning at Kansas State University, Tom was inducted to the Phi Kappa Phi and Kappa Omicron Nu scholastic honor societies. He has also conducted training through the University of Chicago's Booth School of Business and Bethel Theological Seminary. As a professor, he served as the Chairman of Taylor University's CFP(R) Certification Education Program and Advisory Board after helping the university build and launch Indiana's first CFP(R) education curriculum for professionals. PAUL LARSON Paul is an innovator for doctors. After working with a medical specialist in his late 40s who was way behind financially, Paul realized that physicians and dentists had unique challenges that were not being properly addressed due to a lack of training for financial professionals. Paul took action and today, his firm, Larson Financial Group, LLC, is the nation's largest wealth management firm dedicated to exclusively serving the needs of medical professionals. While continuing to grow a specialized firm that will meet the complex needs of doctors, Paul now sets his sights on building a charitable foundation that will meet the physical, medical, and spiritual needs of orphans around the globe. JEFFREY LARSON Jeff is a frequent lecturer for many of the nation's top medical training programs. He is sought out often as a negotiator for physician contracts and has been instrumental in developing compensation strategies for the medical industry that meet the objectives of both the physician and the practice. In addition to his medical contract knowledge, Jeff is widely sought out to provide education for physicians and dentists regarding asset protection, tax planning, and investment fundamentals. Jeff is a primary instructor in Larson Financial Group's fellowship program where financial advisors are taught the specific nuances essential to guiding a physician's financial life. His desire is to impart his knowledge to a future generation of advisors that is well-equipped to address the specific challenges physicians face daily in their financial lives.