Creative Insurance, Wealth Management, Tax & Estate Planning Solutions
Medical Graduates, Residents, and Fellows can participate in the special RBC insurance offer where no medical is required and receive up to $4,500/month of disability benefits.
Owning and operating your own business can be rewarding. But ensuring its long-term success and protecting it from financial risks can be challenging.
Abrams Financial can provide you, the Incorporated Professional, with the entire range of services required to operate your Professional Corporation so that you can focus on what’s important: your business & your clients!
I met Dale Abrams in my final year of medical school and have been very impressed with him and his team to date. More specifically, he has a great business sense, is very dedicated to the client and the client’s needs and he has a vast knowledge base on all aspects of insurance. More recently we have been exploring Abrams Financial’s other physician services including wealth management and incorporation and I look forward to Dale’s advice as I tackle this next stage of my career.
Abrams Financial helped me navigate the complicated process of choosing an appropriate insurance plan and I continue to turn to them for all other financial concerns. I highly recommend them to anyone undergoing medical training for sound and knowledgeable financial advice.
I have been with Abrams financial for over five years. Financially, they have been an incredible help through my transition to residency and my transition into practice. Dale and Justin produce great results, are realistic and are incredibly approachable. They really go the extra mile for you and without a doubt, I will be using Abrams Financial throughout my career.
I have been with Dale of Abrams Financial since the very beginning of my medical career. When I was finishing medical school, many companies tried to sell me insurance products, and it was very much about meeting a ‘bottom line.’ However, Dale was more interested in seeing what I wanted to do, and what my future plans and goals were. We worked together to make decisions, and I have nothing but trust and comfort in Dale. I would recommend Dale and the rest of Abrams Financial team to any physician looking for a financial advisor who they can trust wholeheartedly.
As I was completing my medical training, I had the chance to meet with many financial firms looking to support me through residency and beyond. I chose Abrams Financial because they appeared genuinely interested in creating solutions tailored to my needs. Dale and Justin have both been extremely accessible throughout this past year and usually have answers to my questions within a few hours, if not minutes. They have been a great help during the transition to residency and I have recommended their services to many of my colleagues and friends.