Many physical therapists enter the field with the goal of helping their patients improve their quality of life. However, PTs also need to be aware of the impact that their own financial decisions can have on their long-term well being. Holistic financial planning is a process that takes into account all aspects of an individual’s financials situation, including income, debts, investments, and expenses. By taking a holistic approach to financial planning, PTs are in a better position to help make sure that they are making the best choices for their future. For example, PTs who are just starting out may want to focus on saving for retirement, while those who are closer to retirement may want to focus on protecting their assets. Regardless of where physical therapists are in their career, though, holistic financial planning can help them make the best choices for their future.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Certified Financial Services LLC is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number – 4052579. 2022- 138727 Exp 5/24