Welcome to Second Opinion Financial!

We help physicians solve financial puzzles.

What we talk about …

Cash Flow

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Student Loans

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Investment Analysis

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Back Door Roth IRA

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Disability Insurance

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Estate Planning

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Trusts and Wills

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FIRE

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529 Plans

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Retirement Planning

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401(k) / 403(b)

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Resident Parental Leave

Cash Flow --- Student Loans --- Investment Analysis --- Back Door Roth IRA --- Disability Insurance --- Estate Planning --- Trusts and Wills --- FIRE --- 529 Plans --- Retirement Planning --- 401(k) / 403(b) --- Resident Parental Leave