Medical Economics1 nominated James D. Yurman & Associates, Inc. “One of 150 Best Financial Advisors for Doctors in America” in 2004 & 2016.
One of the nation’s largest full-service consulting firms exclusively serving the medical profession coast to coast1, according to Medical Economics. James D. Yurman & Associates, Inc. provides custom designed consulting services to individual physicians as well as physician group practices and medical institutions.
With dramatic, and frequent legislative and economic changes, we at James D. Yurman & Associates, Inc. have reinforced the notion that specialization is the order of the day – both in medicine and in finance. Through many years of training, physicians specialize in the medical needs of their patients. So also, since 1962 James D. Yurman & Associates, Inc. has served the specialized needs of physicians around the country.
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Investment Advisory Services offered through our affiliate, Concord Advisors, Inc., or Valmark Advisers, Inc.
We provide many services for physicians, including:
- Reviewing employment contracts to help physicians understand the pitfalls of joining a practice.
- Devising salary arrangements and terms of becoming an owner.
- Analyzing provisions of disability insurance contracts and providing appropriate solutions.
- Providing life insurance products.
- Helping physicians gather funds for educating their children.
- Establishing tailor-made retirement plans and other fringe benefit programs.
- Establishing techniques to help decrease income and estate taxes.
- Additional services for employers.
 Source: Medical Economics – 150 Best Financial Advisors For Doctors November 19, 2004