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All Points Wealth Management
Business Genre:
Short Business Description: Providing comprehensive financial planning
Long Business Description:

All Points Wealth Management is a comprehensive financial planning firm specializing in planning for medical students, residents, physicians preparing for or in retirement, and physician-owned practices. With the unique income trajectory and shortened window for earning and saving, physicians and trainees have unique financial needs. All Points specializes in helping physicians understand and plan for those needs, including, but not limited to:

  • Student loan consultation, repayment, and forgiveness
  • Protecting income, earning potential, and specialty-specific job duties
  • Protecting family and lifestyle and creating legacy
  • Saving for retirement inside and outside of qualified plans
  • Providing for children’s education funding
  • Professionally managing invested assets according to individual goals
  • Managing withdrawals in retirement to maximize tax and return efficiency

All Points has partnered with the North Carolina Medical Society to help provide financial education to medical students, residents, and fellows across the state through the NCMS Student Summit and initiatives for physician wellness.

All Points offers a free preliminary financial review to NCMS members.

Contact Information

Andrew P. Bernstein, JD, CFP | Wealth Management Advisor

1201 Edwards Mill Rd, Second Floor, Raleigh, NC 27607

240 Leigh Farm Rd, Suite 400, Durham, NC 27707
P: 919.755.3225|

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NC Physicians’ Retirement Strategy
Business Genre:
Short Business Description: Offering asset protection strategies, wealth management and retirement planning
Long Business Description:

PROFESSIONAL LIABILITY:  ARE YOUR ASSETS AT RISK?

While the North Carolina Medical Society (NCMS) works to reform the state’s professional liability, physicians need to know how to protect their practice and personal assets from unjustified or predatory claims.

ACCUMULATING WEALTH:  HOW MUCH DO YOU NEED FOR RETIREMENT?

Regardless of your age, NCPRS will show you the amount necessary, adjusted for inflation, and how your practice can help you accumulate that amount in the most tax efficient manner using its proprietary Retirement Path Roadmap™.

RETIREMENT TAXATION:  HOW MUCH WILL YOU PAY?

Good news:  You get tax deferred growth with traditional retirement plans (401(k), SEPIRA, Profit Sharing, Pension).

Bad news:  You suffer from excessive taxation at the worst possible time – in retirement when taxes may be higher.

The North Carolina Physicians’ Retirement Strategy (NCPRS) provides – a distinct combination of wealth accumulation, asset protection, and pre- and post- retirement security.

Asset protection and wealth accumulation go hand in hand, and the NCPRS plan was created to allow physicians to enjoy the rewards of a lifetime spent in training and practicing medicine.

Why choose the NCPRS?

  • The NCPRS has been offered to members of the North Carolina Medical Society (NCMS) since 2008.
  • As a member of the NCMS, you are entitled to a FREE / No Obligation Consultation and Retirement Plan Roadmap™ prepared based on your individual situation and goals.

To learn how the NCPRS could work for you, contact:

Chip Slaughter
Managing Director, NCPRS
BLACKBRIDGE FINANCIAL/LPL FINANCIAL
2965 Maple Branch Drive
High Point, NC 27265
336.549.4045
cslaughter@bbridgefin.com
www.blackbridgefinancial.com

*Securities offered through LPL Financial, member FINRA/SIPC.  Investment Advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance, Blackbridge Financial, and North Carolina Physicians’ Retirement Strategy are separate entities from LPL Financial.

 

 

 

 

 

 

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Parsec Financial
Business Name: Parsec Financial
Business Genre:
Short Business Description: Offering investment management, financial planning, tax planning, and trust services
Long Business Description:

How Can Parsec Help?

Congratulations on earning your white coat. You have worked incredibly hard for it, and we want to help you protect, save and invest the hard-earned and long-awaited income that accompanies the prestigious physician title. We can build a financial plan to support your goals and long-term desires for retirement. How should you allocate your resources? How much of your salary should you allocate towards saving? Towards investing? Towards debt service? How much can you prioritize comfort and convenience for you and your family today without affecting your future plans? We’ll answer these questions and many more as we review and revise your financial plan throughout your life and career. As you and your family reach each milestone, we’ll be there to celebrate with you. Whether planning for children, college, weddings, retirement, grandchildren, or your overall legacy, we’ll help you prepare with confidence.

Why Choose Parsec?

You have good reason to trust your partnership with Parsec. With $2.99 billion in assets under management as of December 31, 2019, we have the history and experience to help you succeed. Three Parsec advisors specialize in serving the needs of the medical community, offering customized guidance for your unique needs, learn more and schedule time with them now: https://parsecfinancial.com/financial-advice-for-physicians/

Special Discount for NCMS Members

NCMS members who become Parsec clients will receive 20% off on fees associated with the first $1 million in assets managed.

Contact Information:

Charles Thompson
828-255-0271
CThompson@parsecfinancial.com

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SunTrust now Truist
Business Name: SunTrust now Truist
Business Genre:
Short Business Description: Mortgage Lending – Doctor Loan Program
Long Business Description:

SunTrust now Truist

Mortgage Lending – Doctor Loan Program

Paul Godbold specializes in residential mortgage needs for licensed medical physicians, residents, interns and fellows, which include MDs (Medical Doctors) DOs (Doctors of Osteopathy) and Doctors of Podiatric Medicine (DPM). With over 13 years as a SunTrust now Truist Mortgage Loan Officer/Physician loan specialist, Paul and his team focus on catering to each client’s specific needs.

The Physician Loan/Doctor Loan Program features a variety of fixed and adjustable-rate mortgages with up to 100% financing and no monthly mortgage insurance payments. Purchase and refinance transactions are eligible.

Paul is also able to assist with complex Jumbo Loan Programs and conventional residential mortgages for primary, second home, and investment properties.

Contact Information

Paul Godbold, VP Mortgage Originations
NMLSR#659043
704-362-5461 office
704-604-4718 cell
Paul.Godbold@SunTrust.com
www.SunTrust.com/Paul.Godbold

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Theo Davis Printing
Business Name: Theo Davis Printing
Business Genre:
Short Business Description: Meeting your printing needs for over 60 years.
Long Business Description:

Theo Davis Printing has provided quality printing and outstanding service to Raleigh, Durham, Cary, Chapel Hill, and the greater Triangle area for over 60 years. As a Consolidated Graphics company, we can offer the personalized service of a local company with the resources of a strong, national company

Our products include, but are not limited to, catalogs, brochures, books, pocket folders, stationary, flyers, posters, financial printing, direct mail pieces, digital color, and digital black and white printing.

Contact Information

Mike Corbisiero, Account Executive
Theo Davis Printing
1415 W. Gannon Avenue
Zebulon, NC 27597

Phn: (919) 380-5968
Email: mcorbisiero@theodavisprinting.com

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Total Merchant Services
Business Genre:
Short Business Description: Offering a comprehensive line of payment solutions for your business.
Long Business Description:

Total Merchant Services offers a comprehensive line of payment solutions for your business: credit card acceptance, debit cards, and check acceptance, plus state of the art equipment at no cost to you! With technical support available 24 hours a day, 7 days a week, TMS offers turn-key installation and training to insure maximum profitability at patient check out. For a complimentary analysis of your current processing costs, contact us today!

Contact Information

Susan Bobo
Total Merchant Services
3021 Berks Way Ste 202
Raleigh, NC 27614

Phn: (919) 345.5042
Email: sbobo@tmsnc.com

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Zocdoc
Business Name: Zocdoc
Business Genre:
Short Business Description: Digital health marketplace for physicians and patients
Long Business Description:

Founded in 2007, Zocdoc is a digital health marketplace that helps patients independently discover nearby, in-network providers across 50 different specialties and instantly book appointments online. For healthcare providers across North Carolina, Zocdoc is a digital marketing channel to reach new patients, build and strengthen their online reputation, and deliver a premium experience that patients love. For patients, Zocdoc improves their access to nearby care and delivers a modern booking experience they expect and deserve.

To find out more, visit Zocdoc.com or call 866-962-3621.

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