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The APP Difference

We're not your typical 'financial advisor.' We're proud to be one of the only firms in the country tailoring their services specifically for Physician Assistants.

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01

Committed To PAs

We pride ourselves on our deep commitment to serving the financial needs of Physician Assistants.

Our founder is the husband of a Physician Associate and understands firsthand the intricacies of your profession and the financial hurdles you face.

02

Personalized Planning

Personal finance is personal.

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Physician Associates face similar challenges, but that doesn’t mean you deserve a one-size-fits all approach. That’s why each of our clients receive a customized financial plan that fits their goals.

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03

Transparent Pricing

Unlike traditional financial firms, we operate on a fee-only basis. This means that our only source of compensation is the fee you pay for our services (i.e. no commissions).

04

Virtual Service Offering

Advanced Practice Planning, LLC is proud to be a fully virtual firm, utilizing cutting-edge technology to deliver seamless financial planning services.By leveraging digital platforms and video conferencing, we make it effortless for you to connect with us from the comfort of your own home or office.

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Want to know if you're on track for retirement?

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