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Doctor and Patient

Financial Planning for the Medical Professional 

Finding relief from your financial pressures.

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Our Passion

We recognize your hard work and dedication to give patients the best possible care. You deserve to experience the same level of dedication and care when it comes to your financial strategies. That’s what drives us to create results-driven strategies and solutions tailored to your unique goals, visions, and circumstances.

Common Pressure Points

There’s Just
No Time

 

 

 

You don’t have the time to focus on your finances the way you want to. If only you had someone who could help keep you focused.

Prioritizing Your Surplus Cash Flow

 

 

You feel like you should be saving for your kid’s education, but you are unsure how to balance that with saving for your long-term future and spending money on valuable experiences today.

Evaluating Investment Strategy

 

 

 

You don’t feel like you have a wholistic investment strategy for your household. You are saving into employer-sponsored plans but may want to build more flexibility to use your savings earlier in your life.

Lacking Direction

 

 

 

You feel a lack of direction/long-term strategy for what you want your money to do for you. You are just trying to get through each day with the limited time you have.

Protecting Your Family

 

 

You want to have a plan in place for your family in case something happens to one or both of you. You may have completed an estate plan a while ago, but you aren’t sure if you need to make any changes.

Managing Your Debt

 

You feel burdened by your student loans and other debt. How fast should you be paying off debt? Should you use income-based repayment? Should you refinance your student debt through a private company? How much should you pay each month? You feel like you need someone who can help you evaluate your options within the context of your overall financial plan.

Understanding Your Cash Flow

 

 

 

You can’t seem to get your arms wrapped around your income/spending. You know you should, but you don’t have the time to try.

You Need a
Personal CFO

 

You partner with other professionals (estate attorney, insurance, CPA, etc.) but lack a single point of contact to coordinate communication among them. You feel like you need someone who sees the whole picture, understands the velocity of change, and appreciates the complexity of financial decision-making.

We can help,
just start the conversation!

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Contact us

864.408.7960

108 Frederick St.
Greenville, SC 29607

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© 2025 by R&R Financial Advisors, LLC

Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and R&R Financial Advisors, LLC are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

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