Since 2004, Medical Economics1 has nominated James D. Yurman & Associates, Inc. “One of 150 Best Financial Advisors for Doctors in America.”
One of the nation’s largest full-service consulting firms EXCLUSIVELY serving the medical profession coast to coast. 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.
View our introduction video.
Investment Advisory Services offered through our affiliate, Concord Advisors, 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 helpdecrease income and estate taxes.
- Additional services for employers.
When physicians need help planning for their financial future, James D. Yurman & Associates, Inc. is the firm to contact.
 Source: Medical Economics – 150 Best Financial Advisors For Doctors November 19, 2004