Working With Healthcare Professionals


You’ve sacrificed a lot to be where you are. Whether you’re practicing as an employed physician or running a private practice, your time is scarce, and it’s valuable. At Salem Financial, we believe your energy should be spent on the important things—like healing others and enjoying the life you’ve created—not worrying about your financial position. We know your profession requires specific financial guidance and expertise, so we’ll work with you one-on-one to make sure you have the right products and plan to protect everything you’ve worked for.

We believe in educating our clients so you always have control of your financial world, and we’ll make it as simple as possible for you to stay on track. As you work with us, you’ll have access to your Personal Financial Site so you can track your progress and stay up to date on the details of your plan. Whenever you have a question, our team will be here to show you the way. You’re in the business of healing others, so we’re in the business of helping you.

Common Services

Here at Salem Financial Group, we understand the financial challenges of being in the health care industry. Our professionals are prepared to work with you every step of the way, from residency until retirement. Our team focuses on the financial concerns of medical providers of all specialties. No matter your specialty and no matter what challenges you face, we are here to assist you.

Many years of education and residency, long hours, and stressful days can all take a toll on your financial situation. It is our goal to help you develop a financial strategy so that you can devote your time and energy to what matters: your patients. Gaining an understanding of your goals, values, and circumstances is only the beginning. Once we develop an understanding of who you are, and your objectives, we will customize a strategy that meets your needs.

Collaborating with us helps to provide assurance that your financial goals are on track in your sometimes hectic career. From student loans to asset protection, taxes to retirement, and debt to insurance, we have the knowledge and resources to provide the assistance you need. Our team knows how the finances of health care providers can differ from those of other professionals, and we’re committed to tailoring your financial strategy specifically to you and your career.

  • Charitable Planning
  • Retirement Planning
  • Education Planning
  • Debt Management
  • Asset Protection
  • Employee Benefits
  • Disability Insurance*

We do not provide tax or legal advice. Consult with your tax and legal advisors regarding your personal circumstances.

*Products available through one or more carriers not affiliated with New York Life, dependent on carrier authorization and product availability in your state or locality.