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Subscription-Based Financial Planning

Looking for financial advice?

In our assessment, an individual looking to become a personal finance professional must possess a genuine interest in financial planning, sufficient energy, and, most importantly, the time to commit. In the case of our typical client, they often lack one or more of these components. While they may indeed have an interest, their busy schedules frequently impede their ability to allocate time and energy.

An important question looms:

Am I the person to coordinate and organize all aspects of my financial life or would I benefit form a professional?

Pricing

How does it work? What is included?

Our team at Doctors Wealth Care has been created to offer a full spectrum of sought-after financial services. Our philosophy around financial balance is accomplished by having advisors focused on often overlooked topics. We don't aim to simply supply a product. We strive to dive deep into each of our client's financial domains. You will have open access to our team of advisors to cover topics such as Student Loans, Cash Flow, Protection, Investments, Retirement, and more.

*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.

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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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