Generational Financial Partners (genfi)
BUILDING GENERATIONAL WEALTH FOR PHYSICIANS
Trusted partner Generational Financial Partners (GenFi) works with physicians and their families to help them build generational wealth—95% of their clients are physicians, meaning they are focused almost exclusively on the unique financial hurdles doctors face.
Led by founding partner Ben Yin, MBA,ChFC, RICP, their team specializes in:
- Tax strategies and optimization for both W-2 and independent contractor physicians
- Comprehensive retirement planning, including guidance on SEP IRAs, Solo 401(k)s, and Defined Benefit plans
- Asset protection strategies tailored to physicians’ unique liability concerns
- Investment management focused on building long-term, generational wealth
- Business structure optimization for independent contractors
- Insurance planning and risk management
WHY WE PARTNER WITH GENFI
What sets GenFi apart is its deep understanding of the physician’s financial lifecycle.
They know when a physician is likely to face key financial decisions and how to optimize each choice for long-term success. They also provide a wealth of educational resources on their website (including a great 1099 Bootcamp) and are transparent and proactive in their approach. GenFi has always provided clear, actionable guidance to our docs, based on their years of experience serving physician clients.
IF YOU NEED FINANCIAL PLANNING
Your time is valuable, and GenFi respects that. They offer a complimentary, no-obligation consultation with Ben Yin to discuss your specific situation.
During this 30-minute session, you can:
- Get answers to your most pressing financial questions
- Learn about strategies specifically designed for physicians
- Understand how their approach differs from traditional financial planning
- Determine if they’re the right fit for your needs
Ready to take control of your financial future? Schedule your complimentary consultation with Ben Yin today.
*GenFi is a fee-based financial advisory firm serving physicians nationwide. They act as a fiduciary, always putting clients’ interests first.*