Student Loan Financial Advisor for Physicians, Dentists, and Professionals
Student Loan Planner for Physicians, Dentists, and Professionals
Student Loan Financial Advisor
Are you a physician, dentist, or professional with over $100,000 in student loan debt?
Do you want advice on which repayment strategy is best for you? If so, you have come to the right place.
At Strategic Wealth Design, we specialize in student loan repayment strategies for physicians, dentists, and other professionals.
Our student loan planners are knowledgeable about the many rules and regulations regarding student loan repayment options and can help find the best option for you.
Through our comprehensive financial planning process, we would go over all the repayment strategies available to you and discuss what the long-term impacts of those could be on your wealth.
We’re here to help you make the right decision unique to you and your situation.
Even though we are based in Las Vegas, Nevada, we have been helping professionals across the US find financial freedom and security.
Why do you need a financial advisor specializing in student loans?
Most professionals we work with rank their student loan debt as their #1 concern.
It causes stress, and these professionals feel burdened. So, they turn to online resources and quickly realize that it takes an insane amount of hours to learn about and study all their options and the many rules around them.
It’s overwhelming!
When they finally give up, they seek out online companies that say they specialize in student loan debt repayment. Most of these companies providing advice regarding student loans are motivated to consolidate your loan and place you in a payment plan because that is how they get paid.
We have a better solution.
We are FIDUCIARY Advisors and CERTIFIED FINANCIAL PLANNERSTM, so our advice is not tied to “sale” or commission. We are obligated to act in your best interests.
When you work with our student loans consultant, we look at your entire financial situation and guide you to the repayment strategy that works for you. Using our financial planning process, we not only look at your student loan debt, but we also review your cash flow, your financial goals, your risk management, and investment strategies.
We can also reevaluate your repayment strategy when life changes:
- When your income changes due to raises, promotions, or job changes.
- When you get married and your spouse's income might affect your repayment.
- When you start a family or have additional children.
So, if you are looking to just consolidate your student loan, Strategic Wealth Design might not be the right fit for you.
However, if you are looking for ADVICE and how your student loan debt affects your entire financial picture, then book a free 30-minute consultation with our consultants, and we can discuss your unique situation.
We help answer questions like:
- How do I qualify for Public Service Loan Forgiveness?
- If I am on an income driven repayment plan, will my loans ever be forgiven?
- Am I on the right repayment plan?
- How do I lower my monthly payment?
- What type of loans do I have?
- I am confused about my student loans, can you help?
Who We Serve
Dentists
Physicians
Other Professionals
Student Loan Advice Packages
Basic | Enhanced | Ultimate | |
Access to Student Loan Planning Tools | 12 Months | Unlimited | Unlimited |
Updates on laws regarding student loan repayments as they change | |||
Detailed review of your Student Loan Portfolio | |||
Review of all federal repayment options and their forgiveness provisions | |||
If applicable, review of Public Service Loan Forgiveness | |||
Reports and written recommendations on next steps | |||
Assistance with enrolling in any federal repayment assistance program | |||
Assistance with changing/re-certifying or recalculating IDRs | |||
Conference calls with accountants, loan servicers, and mortgage lenders | |||
Assistance with refinancing of private loans |
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Comprehensive Financial Plan |
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Consultation Calls |
One Hour | Unlimited | Unlimited |
Fees |
$500 One-Time |
$250 One-Time + $125 Monthly |
$1,000 One-Time + $200 Monthly |
Our Unique Process
Strategic Wealth Design
2190 East Pebble Road, Suite 260
Las Vegas, NV 89123
Office: 702- 907-7444
Fax: 702-907-6444
Office Hours:
Monday: 8:00am-5:00pm
Tuesday: 8:00am-5:00pm
Wednesday: 8:00am-5:00pm
Thursday: 8:00am-5:00pm
Friday: 8:00am-5:00pm
Saturday: By Appointment
Schedule 30-minute Consultation
Use the button below to schedule a complementary introductory call.