Vote and Opine
Certified Medical Planner™ Designation
Fiduciary accountability is an increasingly contentious topic in the industry. Many stock-brokers believe they are professionals, yet eschew client accountability in a most non-professional manner. They seek to be “financial doctors”, but do not adhere to doctor-like responsibility. Brokers, renamed “financial advisors”, too often seek the protective legal mechanisms of agency relationships through contract arbitration clauses to shirk their advertised roles.
And so, we believe that to be a “professional” means to be held accountable and have a specific font of superior knowledge; just like a physician. And, if you wish to advise doctors, you must learn about the healthcare industry and accept responsibility like a doctor.
Become a fiduciary for physicians.
Become a Certified Medical Planner™
Q: Would you want to be treated otherwise by your own personal physician?

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