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Financial Planning for Doctors

Why Work With Thoroughbred Advisors?

It may be fresh or it may be a distant memory but you sacrificed years and years of your life to get to where you are. You do what you do because you love helping people.  Thoroughbred Advisors work with doctors like you to develop financial plans and cash flow strategies that provide you with the opportunity to grow and secure your wealth and maintain your lifestyle through retirement.

Financial Solutions and Services We Provide Doctors

Financial Strategies Tailored to Your Occupation

You value the security and financial rewards that come with this occupation. More and more is put on your shoulders with less and less money to go around.  Your work is draining and many of our Doctors want to make sure that there financial plan allows them to sustain the lifestyle they have become accustomed to. Traditionally a simple 401(k) or 403(b) with a profit sharing plan is not going to do that.  You may need to supplement. What strategies are out there for Doctors who often have significant cash flow, with a lifestyle to match? Let us educate you.

College Planning 

You know the cost of college and the student loans to get through.  You are smart and tend to have smart children who also work hard toward success.  Will you be prepared for that potentially 7 figure bill when that time comes? We can help with your college planning.

Life Insurance and Disability Insurance

Your lifestyle is likely very fulfilling but also very expensive.  Many of our Doctors have spent so much time and energy getting to where they have gotten that they have neglected to put in place the proper insurance planning to make sure this is sustainable should they become disabled or die prematurely.  Life Insurance and Disability Insurance should not be an after thought...especially for a Doctor. Let us help you navigate the many options available to you.  


Our first priority is helping you take care of yourself and your family. Find out if we’re a good match for your needs. We offer a free, no-obligation consultation to help us get to know each other. We can meet by phone, in-person, or online.

Please fill out the form below and a member of our team will be in contact with you shortly.

Thank you!

Other Occupations We Provide Financial Solutions and Services For 

Financial Planning for Teachers

Financial planning for teachers is essential. Teachers are so busy with their students that they sometimes can neglect their financial security. That is why we here at Thoroughbred Advisors work with teachers like you to maximize the financial opportunities available to you.

Solutions for Teachers

Financial Planning for New York State Law Enforcement

Often in their 40’s, many of our New York State Police Officers, and Troopers find themselves faced with some of the biggest financial decisions they will ever make. That is why many of our clients reached out to us for help. Our financial representatives are here to serve you the way you serve all of us on a daily basis.

Solutions for Law Enforcement

Financial Planning for Business Owners

We applaud the drive and commitment of small business owners like yourself. While you manage the day to day of your business, Thoroughbred Advisors are here to take care of you and your financial strategy for the future decisions you'll have to make.

Solutions for Business Owners

Learn More About Thoroughbred Advisors

Become a Client

We strive to build long-lasting relationships with our clients, offering education and financial guidance. Learn more about becoming a Thoroughbred Advisors' client.

Become a Client

Our Services

Discover the wide array of services we offer our clients. Including Financial Planning, Retirement Planning, Investment Management, Life Insurance and more. 

Our Services

Our Process

We are a process and solution driven independent firm, not a product-driven one. We craft individualized financial strategies for each and every one of our clients. 

Our Process

Who We Are

Thoroughbred Advisors is represented by a growing team of Financial Representatives and Financial Advisors serving the Capital Region and beyond. Discover what makes us a unique independent advisory firm.

Who We Are