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Student Loan Planning

 Have Student Loans?

Not to brag, but our clients are some of the best in the world at collecting student loan debt. This exceptional skill has caused us to spend a typically unimaginable amount of resources, time, and energy on creating customized plans that couple student loan advising with personal financial planning.

Pricing

How does it work? What is included?

Our founder and loan strategist, Bart Singleton, has been invited to speak on student loans at many of the country's largest teaching hospitals. He will create a customized summary of your current student loan structure and show you how to optimize your plan to your specific circumstance. Typically, our clients want to reduce growing interest, payments, and total expenditures on their loans.

Student Loan Planning is included with our subscription-based financial planning services.

*Average Monthly Client Subscription Fees Are:

  • Resident's/ Fellows/ Students - $50
  • Individuals/ Attendings - $300
  • Business Owners $400

*Prices fluctuate based on complexity, resources, and time required.

If you are looking for advice only on your student loans, we offer a limited-session student loan-only service.

$750 One Time Fee

This one-time fee opens our services for four months, providing enough time to implement a loan plan based on current loan guidelines. This plan is not designed to offer ongoing advice past the four month period.

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Our Team

Dedication. Experience. Passion.

Doctors Wealth Care was founded with the idea that true financial balance is 100% obtainable. We start by taking a page straight from the world of medicine and find ways to specialize our individual areas of focus further. To find balance, we must show our clients how to excel in asset building, debt, cash flow, and asset protection. Medical professionals are busy and often need more financial education and time to obtain balance. Our team is here to fix that once and for all.

Bart Singleton, RICP®, CSLP®

Financial Advisor

(239) 320-4321

BartSingleton@DoctorsWealthCare.com

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Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License #0H41858, AR Insurance License #15947641.

Adam Redenshek

Financial Advisor

(239) 877-4124

AdamRedenshek@DoctorsWealthCare.com

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Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.  CA Insurance License #0I69232, AR Insurance License #7288076.

Jack Lauer

Financial Representative

(312) 804-3063

JackLauer@DoctorsWealthCare.com

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Registered Representative of Park Avenue Securities and Financial Representative of Guardian. AR Insurance License #20426979, CA Insurance License #4256333.

Mike Carter

Financial Advisor

(239) 362-8392

MikeCarter@DoctorsWealthCare.com

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Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License #4100293.

Brian Simon

Financial Advisor

(239) 246-8928

Brian.Simon@AFGFL.com

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Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License #0G10296.

Brawley Adams

Financial Advisor

(239) 445-5131

brawley.adams@afgfl.com

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Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.

Shane Stelma, ChFC

Financial Advisor

(239) 933-5575

sstelma@afgfl.com

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Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA Insurance License #4118852.

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