There are probably three key reasons I have found the medical profession to be a source of many clients that I enjoy working with. First, the medical profession is made up of people who are highly responsible and caring. This fits well with the core values of our firm and my own personal beliefs.
Second, nurses, doctors, and medical technicians are all very busy people who tend to work long hours. While they are usually quite successful in their field and can have incomes that range from above average to very high, they do not have much time to devote to taking care of their big-picture financial planning. They understand the value of their own time and the time of their advisor. I find they work diligently in the planning process to make it efficient and productive.
The third point is also closely connected to their profession. As highly-trained professionals, they realize the benefits of working with a professional in another field—in this case, wealth management and financial-advisory services—who brings specific experience and in-depth knowledge. All of these factors have contributed to my building a specialty among health-care professionals, and it has been perpetuated through referrals to their associates.
Nevertheless, people from every walk of life who care deeply about their families and financial goals tend to be a good fit with Sylvan Financial Advisors. We are very grateful to each and every client we work with. Call us if we can help.