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.
I have been with Abrams Financial since my final year of medical school and have been very impressed with Dale and his team. He has helped me navigate the complex world of disability insurance and simplify it so that I can understand it. He and the team are always responsive to my emails in a prompt fashion and available to answer questions that arise as my personal and business insurance needs change. I would highly recommend Abrams Financial to any physician looking for an advisor they can trust and build a long term relationship with.
After being approached by countless companies at the end of medical school to try to sell us insurance, I felt that Dale (President) of Abrams financial was the one person that didn’t seem to want to just sell us a product and be done with it. After spending an extraordinary amount of time going over my financial goals in the short and long-term, he went above and beyond and reached out to other professionals to help me connect with them to have my questions answered. Throughout the last year that I’ve worked with him and Justin (for accounting), I have had timely responses, superb service, and a fantastic experience. Dale and Justin both work to provide an individualized experience for residents who need it.
Dale from Abrams Financial was very friendly and approachable. I had little knowledge about managing my own finances and the thought of buying insurance, how to save money, dealing with debt and making smart investments were all daunting. Dale was able to explain the options in a way that made sense, there was complete transparency and he recommended options that were tailored to my individual unique needs.