Practice Finance

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As an independent practice owner, your revenues, and therefore your livelihood, come almost exclusively from insurance reimbursements and direct payment from your patients.

Many doctors would like to manage their own investments but lack the time, energy or expertise to do so. Instead, often they seek out an investment adviser they think they can trust to handle their money.

As a primary care physician, you're also a business person, with at least some responsibility for managing the practice's finances, and all the responsibility for managing your own.