About You
Healthcare professionals have unique challenges. The education required is long and often expensive. The net result is that large financial debts are a reality of your career. You are at a point now where your practice has been successful for at least a few years and you can finally be rewarded for your efforts and sacrifice.
Should you invest or pay down debt? You need a reasonable plan to show you how much to spend on your current lifestyle while building in a savings plan as well. We will help you plan and implement a strategy to move you from active business income or salary to passive investment income.
You value simple and effective problem solving. You will receive unbiased advice as opposed to ‘feel good’ sales practices so your plan works for you.
Established in 2011 Exponent Investment Management is an independent wealth management firm servicing clients from coast to coast. We are not owned by a large bank or insurance company. What does that mean for you? Banks and insurance companies sell products that are designed to generate large fees for the corporation and their shareholders regardless of whether or not these products are the right fit for you. We are different. We listen to you and build simple, diversified portfolios that will help you reach your goals.
Using a proven process that works Exponent portfolios are designed to reduce volatility while providing long term consistent returns. A smoother ride is much more enjoyable and leads to better success overall.
Our fees are transparent and aligned with your interests. You know exactly what you are paying. For information about our fees and performance schedule a consultation here.
We are offering a complimentary financial gap video analysis to investors with 500k+ to help you determine if you are on track for retirement.
Fill in the form and one of our advisors will review your situation via a video analysis.
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Take the first step towards a comfortable retirement with our free retirement calculator, which will give you an estimate of how much you’ll need to save and how much you can expect to spend in retirement.
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