Working in the medical field comes with unique financial opportunities and challenges — personally and professionally. You can — and should — expect more from an adviser than simply helping you plan for retirement and managing an investment portfolio. Physicians, on average, work longer than other professionals because they started their careers later than most after graduating from a professional school. Working with a financial adviser experienced in helping individuals and families in the medical field who can offer advice across multiple areas that span your complete financial picture is essential.

Here are five service areas that can be beneficial to working with a holistic financial adviser if you're a practicing or retired physician:

Jason Underwood

Jason Underwood

Financial adviser, CNC Financial Group



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