Physicians & Healthcare
Whether it is for family or the practice, Bolotin Financial aspires to serve as a “Personal CFO” and delivers “White glove” client service. They seek to identify where you have been, where you are now, and where you want to go before recommending any course of action. The firm’s one-stop-shop financial planning services allow physicians to focus on their practice rather than their finances.
We help physicians and healthcare providers get organized and prepared for the future. (Click video to play)
Process driven – Not product driven
Bolotin Financial has developed a planning process that helps to bring together all the elements of a physician’s past, current, and desired future financial life.
It is the comprehensive look into a client’s financial well-being that helps to identify the correct programs and services to help achieve these goals. All of Bolotin Financials’ plans and recommendations are developed to put the client’s best interest first.
