Broker Check

Who We Work With

Medical Professionals

Medical Professionals

Financial planning and wealth management are complex and critical components of the life of a busy physician, both personally and professionally. Due to their unique challenges and opportunities, physicians require tailored financial strategies to navigate issues such as student loan debt, fluctuating income, complex tax situations, and planning for retirement.

Financial planning plays a pivotal role in ensuring stability for a physician and his or her family. We help craft an investment strategy aligned with their specific objectives, develop retirement goals, assess their current economic situation, and mitigate the various risks these professionals face.

Financial Planning for Physicians:

Retirement & Education Funding

Tax Planning & Risk Management

Investment Analysis & Management

Cash Flow & Budgeting

Employer Benefits Plan Analysis

Legacy Planning & Wealth Transfer

Student Loan & Mortgage Planning

Real Estate

Personalized Financial Planning for Your Future

We always take a planning perspective on the work we do, because it gives direction for long-term relationships and shapes purpose-fulfilling goals. Cuba Financial Group helps you move forward confidently by designing and implementing a personalized financial plan, no matter what's next for you. We understand that as your goals shift with your career, you likely have important financial questions on your mind, and we're here to listen and help you find solutions to key planning questions, such as:

  • Q: I’ve hit some unexpected challenges. How can I get a handle on managing my personal finances — where should I start?
  • Q: When it comes to paying off debt or saving for the future, which takes priority, and how do I know the right balance?
  • Q: Can I afford to buy a bigger house? And, is it better for me to buy or lease a car?
  • Q: Am I on track for retiring when and how I want to retire? What else should I be doing?

Unlocking the Treasures of Financial Wellness

Does your financial life need a check-up? Grab this free guide to learn how to get your finances in tip-top shape.


AdviceWorks: Creating Custom Financial Solutions

AdviceWorks: Creating Custom Financial Solutions

AdviceWorks is an innovative technology that allows us to create customized solutions tailored to your unique needs and goals. With AdviceWorks, we can help you make informed decisions and pursue your financial objectives with confidence. Say goodbye to the hassle and confusion of financial planning and let us help you focus on what really matters to you.

Our Services

Caring, personalized service from our advisors and our team designed to deliver delightful experiences.

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Contact Us

Contact us today and let us help you navigate your finances so you can live a comfortable and purposeful life.

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Our Team

We’re proud to carry the Certified Wealth Strategist® designation. We deliver holistic, goal-based solutions.

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