Company Information

Get to know physicians planning group

Founded to address the unique financial challenges and opportunities faced by medical professionals, Physicians Planning Group, LLC is a registered investment advisor providing comprehensive financial planning services. Their offerings encompass investment management, retirement planning, risk management (insurance), and estate planning, all tailored to the lifecycle of a physician or dentist, from residency through to retirement. The firm emphasizes a long-term, relationship-based approach to help its clients build and preserve wealth.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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physicians planning group

United States

Founded in

2008 (18 Years)

Founded

Last online: No recent activity

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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BVI FSC

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.