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Here at Jooha Financial, we understand the financial challenges of being in the healthcare industry. Our advisors are prepared to work with you every step of the way, from residency until retirement. Our team focusses on the financial strategies of medical providers of all specialties. No matter your specialty and no matter what challenges you face, we are here to assist you.

Many years of education and residency, long hours, and stressful days can all take a toll on your financial management. It is our goal to take over the stress of developing a financial strategy so that you can devote your attention to what matters: your patients. Gaining understanding of your goals, values, and circumstances is only the beginning. Once we develop a relational understanding of who you are, your goals and objectives, we will customize a plan that meets your needs.

Collaborating with us can help provide peace of mind in your otherwise unpredictable and hectic career. Your patients and their cases may change daily, but as we create, monitor, and implement your financial strategy, the stability of your future is firm. From student loans to asset protection, taxes to retirement, and debt to insurance, we have the knowledge and resources to provide the assistance you need. Our team knows how different the finances of healthcare providers can be compared to other careers and we are experts in tailoring your financial strategy specifically to you and your career.