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P&W Financial Group
Gates P Willson
Co-Founder and Wealth Management Advisor
Live a Life Uncommon
Working with Healthcare Professionals
We are dedicated to fostering strong relationships with future medical professionals and supporting their financial well-being. We believe in celebrating their accomplishments and providing valuable educational resources throughout their journey. Our firm proudly collaborates with medical students to host celebratory and educational events, creating a platform for networking, learning, and financial guidance.
Celebratory Events
We understand the tremendous dedication and hard work that medical students put into their studies and training. We organize celebratory events throughout the year to acknowledge their achievements and milestones. These events allow students to relax, unwind, and connect with their peers. These events and themes are customized per class based on their interest, in which we then create memorable experiences to honor their accomplishments and foster a sense of community within their class.
In addition to celebrating milestones, we believe in equipping medical students with the knowledge and skills to navigate their financial journey successfully. Our firm speaks on student loan management, budgeting, and financial planning. By empowering medical students with financial literacy, we aim to alleviate their financial stress and enable them to make informed decisions for a secure future.
Partnership Benefits
Our partnership with medical students extends beyond events. We offer personalized financial consultations and advisory services to help students establish a strong financial foundation. Our experienced team of financial professionals understands the intricacies of the medical profession and the financial challenges it entails. Through one-on-one consultations, we guide managing debt, creating savings plans, and planning for major life events, such as buying a home or starting a practice. Our goal is to empower medical students to make sound financial decisions that align with their long-term goals and aspirations.
2022-2023 Impact
