Medical Economics1 nominated James D. Yurman & Associates, Inc. “One of 150 Best Financial Advisors for Doctors in America” in 2004.
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.
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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