Investment advise offered through Clear Skies Financial, a Registered Investment Advisor

Registered representatives associated with this website may only discuss and/or transact securities business with residents of the following states: AZ

Medical Professionals 


Clear Skies Financial has a differentiated niche of serving medical professionals.  We simply understand your world.  Our team has more than 10 years of designing and implementing retirement, asset protection, tax and disability plans specifically for doctors.  We do comprehensive financial planning and consulting that provides concierge financial strategies for doctors, from residency to retirement.

Why does this specialization matter?  It matters for the same reasons that patients choose you for your area of expertise.  Your specialization enables you to provide better care for a more efficient, effective experience that results in a more positive outcome that can be replicated.  Isn’t this outcome why we all prefer to deal with a specialist in solving our problems?

Healthcare, practice management and the business of medicine has changed over time.  Change has also occurred in regards to financial planning for today’s physicians.  Whether you are talking about retirement plans, asset protection planning or disability income the fact is that these planning areas have evolved.  As working with medical professionals is one of our practice niches, we are on the cutting edge of this evolution.

Allow us to sit down and share with you the new paradigm of planning for today’s doctors and medical practice.