The Physician's Financial Advocate

Books

If you don’t know where you are going, any road will get you there. — Lewis Carroll
free book the physicians money manual
The Physician’s Money Manual
Available in print and digital

Purchase

free book the physicians money manual
Managing Risk
Earn CME Credits, available in print and digital

Purchase

For New York Doctors: A Guide to Asset Protection, Tax Reduction, and Practice and Wealth Management
2011. Guardian Publishing. New York specific version of For Doctors Only book.
For Georgia Doctors: Fresh Ideas on Asset Protection, Tax, Practice Planning, Wealth Accumulation and Estate Planning
2011. Guardian Publishing. Georgia-specific version of For Doctors Only book.
For Ohio Doctors: Shedding Light on Asset Protection, Tax and Estate Planning
2010. Guardian Publishing. Ohio-specific version of For Doctors Only book.
For California Doctors: A Guide to Asset Protection, Tax & Estate Planning
2009. Guardian Publishing. California-specific version of For Doctors Only book.
Wealth Secrets of the Affluent
2008. John Wiley & Sons. Explains how conventional wisdom causes financial problems for affluent families and shares secrets and strategies of high income and high net worth families.
For Doctors Only: A Guide to Working Less & Building More
2008. Guardian Publishing. An updated version of Wealth Protection, MD. Greater emphasis on wealth-building concepts such as leverage, team-building, tax-efficient wealth building, and avoidance of financial traps that catch many doctors.
Wealth Protection, M.D.: The Ultimate Financial Guide for 21st Century Physicians
2005. Guardian Publishing. After answering 50 questions, readers are directed to particular areas of the book to find personalized education/suggestions.
Financial Secrets to Franchising Success
2005. Guardian Publishing. The first financial and legal planning book that addresses the specific needs of franchise and business owners who have multiple locations or distinct business units.
Wealth Protection: Build and Preserve Your Financial Fortress
2002. John Wiley & Sons. Offers a uniquely individualized view of financial planning. The Risk Factor Analysis turns answers to 86 “yes/no” questions into a personally-tailored combination of the books 67 chapters.