The National Association of Plan Advisors (NAPA) seeks to identify the industry’s top advisors under 40 with their annual list of “Young Guns”. This year, CAPTRUST has 15 advisors in the running for this distinction.
Physician Retirement Planning Benefit
CAPTRUST Financial Advisors has been the consultant to the PDC retirement plans for the past decade and is now providing an enhanced benefit of customized retirement planning advice for physicians.
You have access to CAPTRUST’s advisors and our deep experience working with both individuals and retirement plans. We are available for phone consultations and will be on-site at Duke two days every month.
To take advantage of this new benefit, please contact the PDC benefits team at email@example.com or schedule an apppointment today.
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