Abacus Planning Group Joins Organization Set to Connect Physicians with Fee-Only Financial Advisors
June 30, 2009
ARLINGTON HEIGHTS, IL – June 30, 2009 – Physicians take the Hippocratic Oath which compels them to act solely in the best interests of the patients they serve. Some financial advisors take a Fiduciary Oath which compels them to act solely in the best interests of their clients. In light of these very important similarities, it only makes sense for these professionals to work together.
The MD Preferred Financial Advisor Network is a service of the MD Preferred Service Network – a growing online physician resource center. The program is designed to bring together premier service providers in a wide range of disciplines that have committed themselves to serving the medical community. The MD Preferred Service Medallion is a powerful credential that physicians and other senior medical professionals look for when they are seeking career services. For more information on MD Preferred Service Network, please visit www.mdpreferredfinancialadvisor.com.
The National Association of Personal Financial Advisors (NAPFA), of which Abacus is a member, is the country’s leading association of Fee-Only financial advisors. NAPFA requires every member to sign a Fiduciary Oath. MD Preferred Service Network chose to work exclusively with NAPFA and its members in the development and launch of the MD Preferred Financial Advisor Network. This new program will offer more than 831,000 physicians access to Fee-Only financial advisors who act strictly in a fiduciary capacity and who have successfully completed NAPFA’s stringent application and review process.
Abacus
Abacus, located at 3200 Devine Street, Suite 101 in Columbia, SC, is a fee-only financial planning and investment counsel firm managing over $450,000,000 for 162 clients, primarily physicians, closely held business owners, professionals and widows. Working with Abacus involves a series of sessions with various professionals on the Abacus team which generate thoughtful discussions and creative problem solving for a full spectrum of financial topics and personal goals. The insight gained from this process forms the basis of a customized financial and investment plan designed to help the client make smart financial decisions. Eddie Kramer, CFP®, who specializes in working with physicians can be reached at Abacus by phone (803) 933- 0054 or via the website www.abacusplanninggroup.com.
