PCG Financial Services
PCG Financial Services
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  • More
    • Home
    • ABOUT US
    • PHYSICIANS
    • BUSINESS OWNERS
    • GET A QUOTE
    • CONTACT US
    • ATHLETES
    • LICENSING

  • Home
  • ABOUT US
  • PHYSICIANS
  • BUSINESS OWNERS
  • GET A QUOTE
  • CONTACT US
  • ATHLETES
  • LICENSING

resources for residency & fellowship programs

 Whether you're starting residency and navigating your employee benefits for the first time, or wrapping up fellowship and preparing for the next stage of your career, we're here to support you. 


Understanding Your Finances Conversation Series 


Student Loan Repayment Strategy

  •  Planning for your financial future includes making informed decisions about how to manage and repay your student loan debt. 


Cover Your Assets

  •  We will review a range of insurance strategies designed to help protect your financial well-being and outline considerations for when they may be appropriate to implement. 


FINANCIAL SECURITY BASICS

  •  Adopting small, practical financial habits during the lean years can help ensure a smoother transition to higher income—and the financial complexities that often come with it. 


Saving & Investing

  •  Physicians often face the challenge of getting started with a savings and investment plan while also managing their tax obligations. 


CONNECT WITH US!

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FINRA BrokerCheck

https://brokercheck.finra.org/individual/summary/4649190" rel="noopener" target="_blank">
Securities, investment advisory and financial planning services offered by qualified registered representatives  of and offers securities through MML Investors Services, LLC. Member SIPC. Supervisory Office: 4830 W Kennedy Blvd Suite 800, Tampa, FL 33609, (813) 286-2280. PCG is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.

CRN202708-6874079

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