Medical Economics1 nominated James D. Yurman “One of 150 Best Financial Advisors for Doctors in America” in 2004, 2016 & 2017.
A full-service consulting firm that exclusively serves the medical profession coast to coast, James D. Yurman provides custom-designed consulting services to individual physicians as well as physician group practices and medical institutions.
With dramatic, and frequent legislative and economic changes, we have reinforced the notion that specialization is the order of the day – both in medicine and in finance. Through many years of training, physicians specialize in the medical needs of their patients. So also, since 1962 James D. Yurman has served the specialized needs of physicians around the country.
View our R.I.S.K. Process video.
Investment Advisory Services offered through our affiliate, Valmark Advisers, Inc.
We provide many services for physicians, including:
- Reviewing employment contracts to help physicians understand the pitfalls of joining a practice.
- Devising salary arrangements and terms of becoming an owner.
- Analyzing provisions of disability insurance contracts and providing appropriate solutions.
- Providing life insurance products.
- Helping physicians gather funds for educating their children.
- Establishing tailor-made retirement plans and other fringe benefit programs.
- Establishing techniques to help decrease income and estate taxes.
- Additional services for employers.
 Source: Medical Economics – 150 Best Financial Advisors For Doctors 2004, 2016, 2017