Financial Planning For Professionals

Trusted Advice for Busy Professionals

Are you a healthcare or legal professional? Life in these fields is rewarding and demanding. Time is at a premium, and our service for professionals allows you to focus on your profession and your family while we ensure you are building and protecting your net worth. You have made a significant investment of time and money to practice in your field, and we believe your ability to practice and generate income is by far your largest asset. Protecting this income throughout your career is paramount, and once you’ve diligently built your net worth, we will guide you through the retirement income planning process. 

Key Questions We Intend to Answer for Professionals:

  • How do you manage cash flow early in your career while also managing student loan repayment plans?
  • What is the correct amount of insurance needed to protect your earnings potential? 
  • How should you structure your assets for maximum tax efficiency and creditor protection?
  • What are the tax benefits and risks associated with your medical side hustle?

What Do We Offer?

  • Wealth Management+: For professionals who also own their own practices
  • Financial Planning: Including student loan analysis and planning
  • Insurance Services: To protect your largest, most valuable asset (your income)

Why Choose Hobbs Group Advisors, LLC?

  • Tax Smart: We understand Income Tax and can help you plan for maximum tax efficiency. We work closely with the professionals of The Hobbs Group, PA, who have experience serving clients since 1986.
  • (Fierce) Independence: We are Advisor-owned and Advisor-run. Our independence reduces potential conflicts of interest.
  • Expertise: Our extensive experience with Tax, Retirement Plan Consulting, and Insurance Services gives us a unique competency to help solve your financial challenges. There are very few things we haven’t seen.

Get Started Today

Discover how our specialized financial services can help you make the most of your career. Whether you’re a medical professional, educator, or public service employee, Hobbs Group is here to support your unique financial needs. Let’s build a prosperous future together.