Whether you are a physician, a dentist, a nurse or a hospital administrator, you may be trying to balance paying off your student loans with saving and planning for other life milestones like college for your kids and retirement. If so, you are not alone. At Bay Financial Services, we work with many in the medical field and healthcare industry who may have high incomes and/or high debt and need an approach specific to them. Every financial plan we develop is customized for your unique situation, and your dreams are our goals.
Achieving Financial Balance
Caring for You and Your Family
We understand the unique challenges you may face. For example, the average medical student owes more than $200,000. This can be an unthinkable obstacle, especially in an industry in which many start their own practices. We can create a plan to properly allocate your resources and repay that debt. Additionally, as a medical practitioner, you should focus on your patients. We take the stress of running your business off your plate by helping you provide benefits to your staff while still giving you the opportunity to adequately provide for yourself and prepare for the future. We can also help you explore insurance options that could be helpful in the event you lose a key employee or need to sell your practice.
Meet the Bay Financial Services Team
At Bay Financial Services, we recognize that the financial services industry is not primarily about money; it is about people.
It is about doing anything we can to help our clients pursue their dreams without worrying about the monetary aspect. That is why we employ a team of not just experienced financial professionals but people who are unwavering in their commitment to making connections and positioning clients for success. Meet our team members below, and learn how they can help you achieve your goals for your future.
Contact Us
Are you ready to take control of your financial future?
Contact us today and start working with our team to shore up your personal financial plan as well as your company’s plan for the future. We can seamlessly integrate the two, or help you pursue individual goals to bring you peace of mind, security for your family and confidence in the longevity of your business. Fill out our form below, and we will be in touch shortly!
Locations – By Appointment Only
1307 Revolution Way
Crownsville, MD 21032-2050
319 SW 5th St., Ste 206
Des Moines, IA 50309
(410) 923-6220
admin@bayfinancialservices.com
