Steward Health Care

Physicians need to be focused on their work, and Bolotin Financial can serve as a valued resource to help identify gaps and roadblocks both personal and business planning. The firm has a track record of working with physicians and practice executives. Moreover, they are helping to coordinate their financial lives in a way that puts their mind at peace.

Process Driven – Not Product Pushing

The Bolotin Financial Group adheres to a planning process to identify financial needs. They strive to understand where you’ve been, where you are today, and where you want to go before making any recommendations.

Bolotin Financial provides a comprehensive “Financial Check-Up” to Steward Executives and Physicians to help determine their past, current, and desired-future financial situation.

Then – and only then – will Bolotin Financial look at identifying the service and solutions which are best suited to help achieve those goals. It’s the difference between being a salesman and acting as a financial resource.

• Learn more about our services for Physicians and their Families
• Learn more about our services for Your Practice

How Bolotin Financial Can Help Physicians:

The Bolotin Financial Group offers a broad range of services that include strategy, planning, and review.