Founded by Dr. James D. Turner, a physician himself, Lightside Financial Planning is a registered investment adviser dedicated to the financial well-being of the medical community. The firm operates on a fee-only basis, ensuring that its advice is objective and free from conflicts of interest associated with commissions. Their mission is to empower physicians to take control of their finances by offering personalized planning services that cover student loan management, investment strategy, insurance, retirement planning, and estate planning.

Founded in

United Kingdom