December 13, 2016

For any new medical professional student loans are at the root of their financial future. Questions arise in all forms and for the most part student loans become an area where people feel they must be self taught "experts" on the subject. The challenges are many as changes to your loan structure can cause dramatic changes for your future. In today's world...

December 2, 2016

1035 Exchange

A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange.

401(k) Plan

A qualified retirement plan available to eligible employees of companies. 401(k) plans allow eligible employees to defer taxation on a spe...

November 28, 2015

Doctors Wealth Care has a strong philosophy to simply stand hand in hand with our clients putting your best interests ahead of all else.  We are here to assist our clients with financial decisions of all types and in all situations.   We are in a unique situation where we are able to have insight on how financial decisions across many facets of a persons...

November 1, 2015

Life Insurance

Questions on Life Insurance?  We can help.  Doctors Wealth Care is trained and licensed to provide you and your family with the protection they require.  Life Insurance for us is is one of the financial products that lies at the root of our planning process.  Families that can "self insure" against this need are few and far between and due t...

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Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products/services and advisory services offered through PAS, a registered broker/dealer and investment advisor. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY.  

Securities products and advisory services offered through Park Avenue Securities LLC
(PAS), member FINRA, SIPC. OSJ: 14021 METROPOLIS AVE. FORT MYERS, FL 33912, 239-561-2900.
 PAS is a wholly-owned subsidiary of Guardian.  Doctors WealthCare, LLC is not an affiliate or subsidiary of PAS or Guardian.

The individuals associated with Doctors Wealth Care do not maintain specialized licenses or qualifications for the financial services provided to Medical professionals.

*Medical Economics Best Financial Advisors is a paid listing advertising supplement. This award is not issued or endorsed by Guardian or its subsidiaries.

Bart Singleton AR License #1594641 and CA Insurance License #0H41858.  Adam Redenshek: AR License #7288076 and CA License #0l69232. 2020-109110 Exp. 9/22

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