While working almost exclusively with the medical community for nearly a decade, Joe and his business associate Donny Beattie have gained a unique understanding and keen knowledge as to the problems, concerns and frustrations that physicians face.
- Nobody has ever taken the time to truly educate them about money
- Physicians have told Joe they were so tired of being sold to and solicited
- They were getting bombarded with biased information
- Most didn’t feel they had someone they could turn to or trust
This is precisely why Joe and Donny created White Coat Wealth Advisors, The Medical Division of Foster Klima & Company
At White Coat, their sole purpose is to educate and inspire physicians, to help them protect, preserve and grow everything they have worked so hard to achieve; so that they can have an unwavering feeling of financial confidence.
Goals of the ‘White Coat’ process:
- Know exactly how to enroll in your employer benefits package, including retirement plan contribution and fund selection
- Understand the best strategies to help eliminate student loan debt, which in many cases will save a significant amount of money
- Be equipped with knowledge you need to best protect your career and family
- Execute powerful retirement planning strategies
- Discover how to put children through college as well as cost-recoverystrategies
- Know how to reduce your tax burden now and well into the future
- Learn the right way to fund your first or next home
- Organize your entire financial world in an interactive easy to use system
- Most importantly, we want you to finally find someone you can trust
Employer Sponsored Retirement/Benefits Plans, Student Loans, Protection Planning, Cash Flow Strategy, Savings / Investment Strategy, College Savings, Tax Efficiency, Financial Organization, Contract Negotiation, Estate Planning, Charitable Giving, Practice Management
For more information about Joe and White Coat please click here.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Foster Klima & Company, Inc is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0K21970, AR Insurance License Number - 8443291.