With more than four decades of experience, The Bolotin Financial Group focuses on providing “white glove,” one-stop-shop financial planning services to medical practices and closely-held business. With a client base that spans the United States, Bolotin Financial now provides advisory and planning services to physicians and practices within the Steward Health Care Network (SHCN).
Aspiring to be your “Personal CFO”, Bolotin Financial first seeks to understand where you have been, where you are now, and where you want to go before making any recommendations. They can then help identify gaps and roadblocks in a physician’s personal and business planning and help to relieve the burden of maintaining a healthy financial life.