Overview
Your focus is on healing your patients—furry, feathered, or scaly—and that’s where it should be. We know you have unique financial needs as a veterinarian, from finding the right products to protect your practice, to developing a strategy to make it grow for years to come.
At Premise Financial Group, we focus on helping veterinarians and clinicians transition from graduation to full-time practice. We want to be your trusted resource for your financial world, and we’ll break down each step of your plan to keep you informed about your future. We’re here to answer any questions you have, but you’ll also have access to your Personal Financial Site to stay on top of your strategy once you become a client. When you work with us, you’ll have confidence for the future so you can focus on your present goals.
Common Services
Many years of education, long hours, and stressful days can all take a toll on your financial situation. It is our goal to help you develop a financial strategy so that you can devote your time and energy to what matters. Gaining an understanding of your goals, values, and circumstances is only the beginning. Once we develop an understanding of who you are, and your objectives, we will customize a strategy that meets your needs. Collaborating with us helps to provide assurance that your financial goals are on track in your sometimes hectic career. From student loans to asset protection, taxes to retirement, and debt to insurance, we have the knowledge and resources to provide the assistance you need. Our team knows how the finances of veterinarians can differ from those of other professionals, and we’re committed to tailoring your financial strategy specifically to you and your career. To learn more about offerings available through AVMA, please click here.
- Charitable Planning
- Retirement Planning
- Education Planning
- Debt Management
- Asset Protection
- Employee Benefits
- Disability Insurance*
*Products available through one or more carriers not affiliated with New York Life, dependent on carrier authorization and product availability in your state or locality.
New York Life Insurance Company and its employees do not provide tax or legal advice. Please consult with your tax and legal advisors regarding your personal circumstances.