About this episode

The episode discusses Dr. Jeff S. Allen's transition from a physician to a financial advisor, covering various aspects of financial planning and career change.

Join Synergy Capital Solutions advisors Jordann M. Andrusiak, CFP® and Dr. Jeff S. Allen CFP® as they discuss Jeff's career as a physician and his career change to a Financial Advisor. Topics of discussion include: • Navigating a career change • Recognizing the need for financial planning guidance as a physician • The responsibility as a business owner • Finding the balance between paying off debt, saving for retirement and navigating your lifestyle • Malpractice protection, disability income coverage and life insurance • Achieving financial freedom and legacy planning • The importance of a good team - “You don’t know what you don’t know” Hightower Advisors, LLC is an SEC registered investment advisor. Securities are offered through Hightower Securities, LLC, Member FINRA/SPIC.

People in this episode

Host: Jordann M. Andrusiak

Guest: Dr. Jeff S. Allen

Topics covered

• career change
• financial planning
• physician
• debt management
• insurance
• financial freedom
• legacy planning

Keywords

• career change
• financial advisor
• physician
• financial planning
• debt
• insurance
• financial freedom
• legacy planning

Mentioned in this episode

Organizations: Synergy Capital Solutions, Hightower Advisors, LLC, Hightower Securities, LLC, FINRA, SPIC

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