The November issue of Medical Economics Magazine recognized Brian Carlson, Clay Hessel and Duane Stevens of GCG Financial, LLC as three of the 2014 Best Financial Advisors for Doctors. There were a total of 182 Financial Advisors selected nationally.
Carlson, who has been with GCG Financial since 2003, is a sought-after speaker in the medical community. He has been recognized by Medical Economics previously as one of the 2013 best financial advisors for physicians. He conducts over 150 financial educational workshops for residents, fellows and practicing physicians nationwide each year. He is also a contributor to AAOS Now, The American Academy of Orthopaedic Surgeons journal. Carlson realizes that physicians generally don’t have the time to research and keep up to date on the many tax advantages and investment options available to them, so one of his primary goals is to help physicians successfully navigate through the many financial options available to them.
Hessel was also previously recognized by Medical Economics last year. He has been with GCG Financial since 1994, and is a specialist in personal and corporate benefit packages that include health, disability and life insurance as well as pension, executive compensation, profit sharing and mutual fund strategies to help enhance financial security and create wealth. Among others, he serves over 600 physicians, professionals, executives, business owners, and corporations. Many of these companies and medical departments have benefited from the financial and benefits educational programs in which he has been a featured speaker.
Another employee repeating this honor from last year, Stevens has become well-known in the medical community, helping hundreds of physicians implement a variety of financial strategies. He specializes in working with small to medium-sized businesses in the selection and implementation of various programs including Business Continuation, Pension, Medical, Disability and Non-Qualified retirement strategies.
Medical Economics is a leading business resource for office-based physicians. It provides advice for physicians on practice management, patient relations, malpractice, electronic health records and other technology, career and personal finance.
The Medical Economics’ Best Financial Advisers for Doctors listing features only 182 advisers in the United States and only four in the state of Nebraska. The listing, published in the November edition, recognizes financial experts who cater to the specialized needs of physicians. According to Medical Economics, the financial advisers were selected for inclusion based upon a comprehensive set of criteria. Most advisers selected for the list have at least 10 years of advising experience and work extensively with physicians. Other criteria for selection include depth and breadth of financial knowledge, credentials and certifications, assets under management, and good standing with both the Securities and Exchange Commission and Financial Industry Regulatory Authority.
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