More Time in Your Day,
Less Stress Over Your Finances
You made a major investment in yourself early on in your career. Now you are successful, but with a long list of financial stressors including dealing with insurance companies, government policies, managing your staff and patients, and your own retirement. Meanwhile, you are constantly adapting to health care reform, reduced insurance payouts, rising malpractice premiums, and more.
Click below to see Jim at the AAPOS 2018 Annual Meeting in Washington DC!
Let First Capital Advisors Group work with you to create, implement and manage a financial plan designed specifically for you.
We understand your challenges, maintain an objective mindset, and keep your best interests at heart to help you achieve your goals.
Our expert wealth managers have significant training and experience and use the most sophisticated tools on the market to help you secure your future.
First Capital Advisors Group assists physicians in successfully navigating through their many financial challenges. Our clients value their time and our work allows them to do what is most important to them. First Capital Advisors Group’s reputation is built on our long-term commitment to the financial planning process, our focus on the unique needs of medical professionals and responsible financial management. We seek to uphold the highest standards of objectivity and ethical behavior. Our physician clients are comprised of early, mid and late careers practitioners and represent all ages and backgrounds. Our desire to serve comes from our personal experiences as a member of medical families. We are motivated by past financial mistakes and missed opportunities and can achieve success through education, risk management and taking advantage of the financial opportunities when they present themselves.
First Capital is a “fee only” advisory firm and a fiduciary who is held to the highest ethical and professional standards. Our dedicated client team has an average of 30 years of experience advising clients on investment management, wealth protection and holistic financial planning, including tax strategies, estate planning, career exit and succession planning. We offer a complementary consultation or “second opinion” to learn more about how we help our clients succeed financially. We have New Jersey and Philadelphia offices and serve clients in many states as our business is 100% virtual. Our relationships are tailored to each person’s expectations and we can provide peace of mind and confidence that comes from having the prudent financial advice.
Check out Jim at the American Academy of Ophthalmology 2017 Convention
– Investment Analysis
– Employee Benefit Plans
– Business Exit and Retirement Income Planning
– Life Insurance
– Social Security Analysis
– Medicare and Health Care Analysis– Wills and Trusts
– Tax Reduction Strategies
– Portfolio Evaluation
– Gifting and Charitable Planning
– Public and Private Investments
– Education Funding