Financial Planning for Physician Assistants/Associates
PA-specific financial planning services
You've navigated the rigorous journey of PA school and gained invaluable experience through your profession. Your dedication, intelligence, and resilience shine through in your everyday work.
Just as effective patient care often involves collaboration within a healthcare team, achieving financial well-being can also benefit from a team approach. At SLP Wealth, we understand the distinctive challenges and triumphs that come with being a PA. Our team comprises fiduciary financial experts who specialize in addressing the financial needs of healthcare professionals like you.
Wondering if you can retire comfortably? Dreaming of buying a home or planning for other major life goals? Concerned you might be missing out on tax-saving strategies? Stop second-guessing yourself. Let's work together to explore what's possible for your financial future.
Schedule a call with our PA planning team today and take the first step toward financial empowerment.
Meet the PA financial planning team
Scotty McDonald is a Certified Student Loan Professional (CSLP®), holds a FINRA Series 65 license and is a Candidate for CFP® certification. Scotty has a great passion for helping others realize the peace of mind that financial clarity can provide. He has a deep empathy and curiosity for each individual’s circumstances derived from his wide range of life experiences as a small business owner (commercial photographer) and Environmental Scientist in the public sector. Scotty has firsthand student loan expertise from community colleges, private and public universities and specializes in helping public servants achieve Public Service Student Loan Forgiveness.
When not helping folks with student loans achieve financial freedom, Scotty is very likely going on long trail runs near his home in Santa Cruz, California.
With an extensive track record of managing over $250 million in customer investable assets, Hermes has served as a Senior Financial Advisor at various firms including Bank of America, Merrill Lynch, AXA Advisors, and Citigroup. During this time, he realized that the conventional Wall Street approach to advising fell short in helping clients achieve their financial goals. Hermes is passionate about the fact that clients must always be the focal point of the advisor-client relationship, and no conflicts of interest should compromise the quality of advice. Furthermore, he advocates that everyone, including himself, should have a well-defined financial plan.
Beyond numbers and charts, Hermes loves life's adventures. Whether he's conquering mountain trails on his bike, enjoying sunny beach days with his family, or finding peace through Transcendental Meditation, he brings the same passion to finance as he does to his life.
Looking for someone with an extensive background in Wealth Management, who’s on a mission to simplify finance? Reach out to Hermes – he's here to provide clarity and strategies to tackle your financial challenges head-on.
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!
One-time enrollment fee schedule:
Between April 15th and November 15th, clients may sign up with no enrollment fee. Between November 16 and February 15, a $495 enrollment fee will apply. Between February 16 and April 1, a $995 enrollment fee will apply. Between April 2 and Tax Day, SLP Wealth will not be able to accommodate filing services for the prior tax year. Any client who signs up for tax services during this date range will be signed up for tax services for the current calendar year tax year.
*Individuals with more complex returns that include more than 1 rental property, more than 2 state filings, or additional factors may be subject to a higher fee and/or an additional $199/hr fee for filing. Visit https://slpwealth.com/tax-agreement/ for the complete list.
1For a limited time, just $99/month for financial planning (normally $199/month), and we’ll waive your set up fee ($0 instead of $1,000). That’s about 67% 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!
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
Lawrence
PA“Sam has been great getting us set up with multiple online accounts that help organize and better visualize Not only what our net net worth is but what is outgoing vs. incoming income. We also go over relatively frequently at meetings how we are hitting our goals to stay on track for short term and long-term goals. She is always quick to respond to a nudge message since I’ve been having car troubles lately and that could be a hiccup in plans. It feels really good to have someone on your side that you know will be able to help me through uncertain times in a world that can be quite complex.“
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.
