Helping physicians safely manage and grow wealth for the future.
FINBIZ Investments offers physicians and medical professionals access to a group of full-time expert financial advisors who provide unbiased adviceexcercise complete accountability and fee transparency in all transactions.
Pre-planning assessment
We start the financial planning process by getting a good understanding of your lifestyle goals and objectives. Itâs important that we listen and learn about your priorities so we can customize a financial portfolio to match your goals, timeframe, and tolerance for risk.
Recommend options for your financial portfolio!
We provide options for your financial portfolio and conduct a risk and probability analysis to determine the strength of each choice; allowing you to make informed financial decisions so you can move forward with clarity and confidence in your preferred plan. If you already have a financial strategy, we can offer a second opinion.
Implementation
After further discussion and approval by you, we implement the selected portfolio recommendations using non-conflicted institutional partners to custody your assets so you can feel confident about their security and protection.
Monitor and review
We continually monitor the asset allocation strategies and the performance of all selected managers to confirm their continued merit in your portfolio. Furthermore, we review your plan with you on a regular basis and make an adjustment when necessary as we progress steadily toward your goals
FINBIZ Investments has a full range of products and services to help you succeed financially.
- Financial Planning
- Estate Planning
- Retirement Planning