fbpx
Important disclosure

800-633-3049

Client login

Client Center

Complimentary Consultation
The client center links above are provided for your information only. As they are provided by third parties, Kestra Advisory Services, LLC (Kestra AS) does not endorse, nor accept any responsibility for the content. Kestra AS does not independently verify this information, nor do we guarantee its accuracy or completeness.

View video for instructions on how to use the portal

STRAIGHT FROM THE SOURCE

Read our market analysis reports to stay up to date on the raw numbers that impact your financial landscape.

Protect Your Assets Without Spending a Fortune

Protect Your Assets Without Spending a Fortune

Nov 7, 2023 | ,

Asset protection is one of the most important, if not the most important, financial planning areas for physicians. However, we’ve found that it isn’t a topic that gets enough coverage in the personal finance community and in today’s litigious environment, it is vital that you have an asset protection strategy.

Health Care Costs in Retirement: The Role of Medicare

Health Care Costs in Retirement: The Role of Medicare

Oct 25, 2023 | ,

As retirement approaches, many individuals embark on a journey to secure their financial well-being and health for the future. One critical aspect of this journey is navigating the complex landscape of healthcare and healthcare costs in retirement. Because Medicare plays a significant role, it’s crucial to understand its many aspects.

When Should Physicians Hire a Financial Advisor?

When Should Physicians Hire a Financial Advisor?

Sep 14, 2023 | ,

Physicians’ financial planning is unique, with typically a short time between finishing their training and when they step away from practicing medicine. Less time working compared to other professions generally leads to different rules to becoming financially independent. With such busy schedules of seeing patients and limited time to spare, a way that physicians can make sure they are on the right track and increase their odds of financial success is by hiring a financial advisor. But how do they know the right time to hire an advisor and partner with an expert?

Read More