GenFi Podcast : Generational Financial Partners | Helping Physicians plan for today, plan for tomorrow, plan for generations…
Generational Financial Partners | Helping Physicians plan for today, plan for tomorrow, plan for generations…
New York Life
Contact Us
4720 Peachtree Industrial Blvd Suite 5202
Norcross,
GA
30071-5738
E-mail address:
bbyin@ft.newyorklife.com
Home
About Us
Why Physicians Choose Us
Our Location
THE H.E.R.O. STRATEGY
™
Benjamin Yin, MBA
Daniel Burke, CFP®, ChFC®
Nolan Pendleton, CFP®, MBA
Organizations We Work With
Independent Contractor Physicians
The Myth of the Rich Doctor
WISE Doctors Video Series
™
Locations & Contact Information
Why Become an Independent Contractor Physician?
Tax Efficiencies
Employed Physicians
GenFi Podcast
As an independent contractor physician, how could you benefit from switching to an LLC taxed like an S-Corp?
As an IC physician, what retirement plan is best?
Politics, Elections, and Your Portfolio
How Rebalancing Your Portfolio Can Help Mitigate Market Volatility
Matthew Pisera, CFP®, ChFC®, CLU®, RICP®, CLTC®
Rachel Wilder, CFP®, ChFC®
Wesley Brugh
Henry McGee, CFP®, ChFC®, CLU®
Products & Services
Our Core Services
Resources
Articles
Tax Library
Contact Us
Bring your career to life
New York Life is dedicated to serving professional advisors
We're right here
with you
We're right here
with you
It all starts with you
We're in this together
We're here
to help
We have the answers... and we're happy to share
What do you want
to do?
We have the answers... and we're happy to share
Bring your career to life
Bring your career to life
GenFi Podcast
Where we answer your doctor questions one at time, so you can
spend less time worrying and more time living your best life.
IC Retirement Plans
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CARES Act Information
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CARES Act Updates
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Generational Financial Partners | Helping Physicians plan for today, plan for tomorrow, plan for generations…
New York Life
Contact Us
4720 Peachtree Industrial Blvd Suite 5202
Norcross,
GA
30071-5738
E-mail address:
bbyin@ft.newyorklife.com
Home
About Us
Why Physicians Choose Us
Our Location
THE H.E.R.O. STRATEGY
™
Benjamin Yin, MBA
Daniel Burke, CFP®, ChFC®
Nolan Pendleton, CFP®, MBA
Organizations We Work With
Independent Contractor Physicians
The Myth of the Rich Doctor
WISE Doctors Video Series
™
Locations & Contact Information
Why Become an Independent Contractor Physician?
Tax Efficiencies
Employed Physicians
GenFi Podcast
As an independent contractor physician, how could you benefit from switching to an LLC taxed like an S-Corp?
As an IC physician, what retirement plan is best?
Politics, Elections, and Your Portfolio
How Rebalancing Your Portfolio Can Help Mitigate Market Volatility
Matthew Pisera, CFP®, ChFC®, CLU®, RICP®, CLTC®
Rachel Wilder, CFP®, ChFC®
Wesley Brugh
Henry McGee, CFP®, ChFC®, CLU®
Products & Services
Our Core Services
Resources
Articles
Tax Library
Contact Us
Check the background of this investment professional