facebook

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:

  1. When your income changes due to raises, promotions, or job changes.
  2. When you get married and your spouse's income might affect your repayment.
  3. 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

dentist icon

Dentists

Physicians

entrepreneur icon

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
 
Comprehensive Financial Plan
   
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

Email: StrategicWD

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.

Copyright © 2024
Strategic Wealth Design