Welcome Physicians
Medical Economics voted James D. Yurman & Associates, Inc. "One of 150 Best Financial Advisors for Doctors." Click here to view the article.
One of the nation's largest full-service consulting firms EXCLUSIVELY serving the medical profession coast to coast. James D. Yurman & Associates, Inc. provides custom designed consulting services to individual physicians as well as as physican group practices and medical institutions.
With dramatic frequency legistative and economic changes have reinforced the notion that specialization is the order of the day - both in medicine and in finance.
Through their many years of training, physicians have specialized in the medical needs of their patients. So also, since 1962 James D. Yurman & Associates, Inc. has served the specialized needs of physicians around the country.
Reviewing employment contracts to help physicians understand important issues.
Devising salary arrangements and terms of becoming an owner.
Analyzing provisions of disability insurance contracts and roviding appropiate solutions.
Providing high-quality, cost effective life insurance products.
Helping physicians adantageously gather funds for educating their children.
Establishing techniques to legitimately decrease income and estate taxes.
"When you need help planning for your financial future, James D. Yurman & Associates, Inc. is the firm to contact. You'll be glad you did."
James D. Yurman & Associates, Inc.
Consultants serving the Medical Profession
Phone 216-573-3789 or 800-289-2456
Private fax 440-838-4646
Important Consumer Information FINRA registered broker-dealer. While ValMark Securities, Inc. is registered to sell securities products in all 50 United States and the District of Columbia, James D. Yurman & Associates, Inc. is only registered to sell securities products in AL, AZ, CA, FL, GA, KY, MA, MI, MN, MO, NC, NJ, NY, OH, OK, PA, SC, TX, VA, WI, WV and WY. James D. Yurman & Associates, Inc. is also licensed to offer insurance products in 38 states. The information included herein should not be considered a solicitation or an offer to sell products or services in any state besides those in which James D. Yurman & Associates, Inc. is properly registered/licensed.