Financial planning that understands the business of medicine.
Practice buy-ins, disability risk, W-2-to-owner transitions, and a tax bracket that punishes generic advice. We specialize in exactly this — for physicians, dentists, and other medical professionals.
Book a Discovery CallThe Medical Professional’s Financial Clarity Checklist
17 questions covering disability protection, practice buy-in debt, tax bracket strategy, and retirement pacing — built specifically for physicians, dentists, and other medical professionals.
Problems generalist advisors miss.
Practice buy-in & buy-out
Structuring the debt and the decision so a buy-in doesn’t derail your personal balance sheet — whether it’s a medical or dental practice.
Disability income protection
Your income is your biggest asset. We’ve filed claims and secured income for clients recovering from serious injury.
High-income tax planning
Coordinated directly with your CPA so investment strategy and tax strategy work together, not against each other.
“Andrew was able to file a claim and procure income for me while I was recovering from a serious injury. It was the peace of mind I needed at the right moment.”
Testimonial reflects the personal experience of an actual client of Connect Advisory Group, LLC. Not compensated; may not represent other clients’ experiences.
Questions we hear from physicians, dentists & other medical professionals
I already have a 401(k)/403(b) through my hospital or practice. Do I still need a planner?
Usually, yes — a workplace plan is one piece, not the whole picture. We look at how it fits with practice equity, insurance, and taxes.
I’m mid-career and behind on saving. Is it too late?
No. We build a plan for where you are today, not where you wish you’d started.
Do you work with medical professionals outside Memphis?
Yes — through our RIA affiliation with Csenge Advisory Group, we can serve clients nationally.