In today's world of financial complexity, you need strategies that simplify and support your vision for a future filled with possibilities. Going Financial works exclusively with physicians and their medical practices to help keep their vision of financial independence in focus. 

As Advisory Representatives of Osaic FS, Inc., our personal financial planning and asset protection strategies incorporates the full spectrum of wealth management, retirement and education planning, insurance planning, group benefits, tax reduction strategies and estate planning strategies.

We also deliver employee benefits solutions to doctors' offices and hospitals, taking a consultative approach to health insurance planning that is designed to lower overall costs while providing a quality benefit to your employees. By utilizing revolutionary consumer-driven tools, we aim to enable our clients to save significant out-of-pocket costs compared to traditional health plans.

Going Financial also works with medical residents, teaching financial fundamentals that enable tomorrow's practitioners to lay the groundwork for a successful practice.

Every step of the way, our priority is to make recommendation that are unbiased and not restricted by proprietary products.

What Physicians Need to Know About Disability insurance

Your future income is likely your largest asset. We think to insure our houses, our cars and even our lives, but what about the millions of dollars you'll earn over your career? This report entitled “What Every Physician Should Know About Disability Insurance” will give you the knowledge you need to make an informed decision.

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*The professionals of Going Financial as Investment Advisor Representatives of Osaic FS, Inc. offer investments, financial planning and advisory services.