Full Lifecycle Physician Planning

Navigo’s clients in the medical field have direct access to one of our advisors, Chase Cawyer M.D., M.B.A, who is a practicing physician himself. Understanding the unique financial timeline and circumstances of physicians, he can provide comprehensive aid and advice with financial matters beyond their portfolios with Navigo. His services include helping with loan repayment options, cash flow planning, and investment opportunities in other qualified investment plans including 401(k) and defined benefit plans. Chase is passionate about helping physicians and other healthcare providers reach their financial goals in a changing and challenging medical landscape and works with a range of physicians from the beginning of residency to the retirement stage.

Posted By Navigo Wealth Management