James D. Yurman & Associates, Inc.

Welcome Physicians

Medical Economics voted James D. Yurman & Associates, Inc. "One of 150 Best Financial Advisors for Doctors." Click here to view the article.

Investment Advisory Services offered through our affiliate Concord Advisors View a short Video

Our Wealth Management for Physicians

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 providing appropiate solutions.
  • Providing high-quality, cost effective life insurance products.
  • Helping physicians save 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."

Download Our Desktop Icon for useful Links through Concord Advisors Desktop Icon - We will deliver "Speed Dial" to Services from James D. Yurman & Associates, Inc. Install Code: Doc.54

Download Concord Advisors Desktop Icon

   James D. Yurman & Associates, Inc.

Consultants serving the Medical Profession
Crown Centre
5005 Rockside Road  Suite 600
Cleveland Ohio 44131

Phone 216-573-3789 or 800-289-2456

Private fax 440-838-4646  

 

Our Process for Financial Planning Video


Concord Advisors - Process For Financial Planning

 

    

 

Our Process for Financial Planning Video


Concord Advisors - Process For Financial Planning

 

    

Consultants serving the Medical Profession
Crown Centre
5005 Rockside Road  Suite 600
Cleveland Ohio 44131

Phone 216-573-3789 or 800-289-2456

Private fax 440-838-4646  

 

Our Process for Financial Planning Video


Concord Advisors - Process For Financial Planning

 

    

 

Our Process for Financial Planning Video


Concord Advisors - Process For Financial Planning

 

    

Important Consumer Information
James D. Yurman is a registered representative with ValMark Securities, Inc., an 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 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 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.
Friday, July 3, 2009


 		Any tax advice contained herein is of a general nature and is not intended for public dissemination. Further, you should seek specific tax advice from your tax professional before pursuing any idea contemplated herein. This advice is being provided solely as an incidental service to our business as insurance professionals.

Fee-Based Planning offered through Concord Advisors a State Registered Investment Advisor Third Party Money Management offered through ValMark Advisers, Inc. a SEC Registered Investment advisor Securities Offered Through ValMark Securities, Inc. Member FINRA, SIPC James D. Yurman & Associates and Concord Advisors are separate entities from ValMark Securities, Inc. and ValMark Advisers, Inc.