Personal Financial Planning for Pharmacists
Pharmacist-specific financial planning services
You've successfully navigated the rigorous journey of pharmacy school, showcasing your intellect and determination. Your role as a pharmacist requires precision, attention to detail, and a commitment to patient well-being. We recognize that these same qualities extend to managing your finances.
As a pharmacy leader, you understand the importance of working on a team. We are here to join your team for your financial well-being. Our approach to financial planning isn't just about the numbers; it's about getting to know you, your dreams, and the nitty-gritty of being a pharmacist and planning for your future.
Wondering if early retirement is feasible? Dreaming of owning your dream home or optimizing tax-saving strategies? Instead of second-guessing, let's work together to uncover the possibilities for your financial future.
Schedule a call with a planner who can help you find the right prescription for financial well-being and peace of mind.
Financial Planning
- Financial Planning
- Cash Flow Management
- Insurance Advice
- Retirement Savings Planning
- Student Loan Advice
Add Additional Services:
At SLP Wealth, we offer a comprehensive investment management service designed to streamline and enhance your financial services experience.
Tax planning, filing*, and services for:
- Individual W-2, K-1
- Single member LLC or Sole Proprietorship
- Amendments for student loan strategies
- Married filing separately included!
*Please visit slpwealth.com/tax-agreement for complete details
Tax planning, filing*, and services for:
- All services and filing from Personal tier above
- S-Corp return filing
- Tax planning
*Please visit slpwealth.com/tax-agreement for complete details
1For a limited time, just $149/month for financial planning (normally $199/month), and we’ll waive your set up fee ($0 instead of $1,000). That’s about 50% off your first year financial planning fee. Those fees are not locked in forever (thanks inflation), but once you sign up, we’ll keep you locked into that monthly rate as long as we can!
$149/month pricing goes into effect on January 1, 2025. November and December 2024 billed at introductory $99//month rate.
If you have a large student loan balance, you will have to complete a student loan consultation with Student Loan Planner to qualify for the discount above. Otherwise you will be subject to normal pricing of $199/month and $1000 enrollment fee.
Testimonial
Joshua
Pharmacist“There are not many services that offer this level of individualized service to professionals such as myself and my wife. School loans are a tremendous stress that can weigh heavy on our lives but thanks to Travis and the SLP Wealth team, I feel that there is a light at the end of the tunnel…although far away at the moment, it is better than sitting in the dark not knowing which way is out.“
Disclaimer:
These testimonial statements were provided by current clients in response to client satisfaction surveys. Clients who completed surveys were eligible to participate in a drawing for a gift card awarded to a survey participant chosen at random, not based on survey responses.
