Your Boutique Strategy
Our Planning Process - For Health Care Professionals
1. Exploration Phase (Inquiry & Preparation)
Analyze better retirement & financial planning options for contract or per-diem workers.
Help you understand your pension (pension maximization).
Discuss best practices for student loan/ medical school debt.
Evaluate Mega Roth conversion options. (VOYA, Empower, TSP, TIAA, Capital Group/American Funds)
What should your Estate Planning Matrix look like (Will/HCP/POA/ Beneficiary designation(s))?
What life insurance/ disability insurance options make sense for your situation?
Song View Financial is not affiliated with the companies listed above.
2. Develop Your Plan (We work together)
Your goals, your path. Answer a few questions, and we’ll unlock tailored options to help you move forward with confidence.
3. Implement & Transition (Our team gets to work)
Our systematic process is designed to guide you through a smooth financial transition from your working years into retirement, ensuring clarity, confidence, and continuity every step of the way.
4. Manage, Monitor, & Maintain (Leave the work to us)
Provide you with an annual review.
Make updates to your plan.
Make sure your needs align with your plan.