Disability & Life Insurance

PKA Insurance Group

If you don’t have an “own-occupation” individual long-term disability policy yet, this is your sign to get one — and if you need term life insurance too, they’ve got you covered there as well. Pradeep Audho and his team at PKA Insurance Group are independent brokers who shop across all the major carriers to find you the best coverage at the best price, whether that’s disability or life. Already have a policy? They’ll compare it against what else is out there and tell you if it’s solid, or if there’s something more affordable or more comprehensive available to you. I used them for my own disability policy. Reach out at pkainsurance.com or call 1-800-258-1018.

Investments & Wealth Management

Bona Fide Finance

Ben Martinek and his team at Bona Fide Finance are the financial advisors I recommend to physicians who want a real partner in growing their wealth, not just someone managing a portfolio. They work on a flat-fee model, so you always know exactly what you’re paying — no commissions, no hidden costs. Beyond investment management, they specialize in two things most advisors overlook: student loan strategy for high earners and tax planning, and they can even file your return for you. If you want a financial plan that actually fits your life and goals, book a consultation at bonafidefinance.com/wealthmindedmd or email [email protected].

Taxes & Tax Planning

Magni Tax Experts

Taxes get complicated fast when you’re a high-income earner, and that’s exactly where Magni Tax Experts comes in. Their team of CPAs and enrolled agents specializes in working with physicians, handling everything from filing your return to quarterly estimated taxes to strategies that actually lower your tax bill. They’re especially sharp with self-employment and 1099 income, so if you’ve got a side gig or an extra revenue stream, they know how to handle it. Think of them as your year-round tax strategist, not just someone you call in April. Reach out at magnitaxexperts.com or call 701-595-0485 to get started.

Student Loan Help

Student Loan Planner

Student loans can feel like their own full-time job to manage, which is why I send people to Student Loan Planner. They’ll help you map out whether income-driven repayment, refinancing, or Public Service Loan Forgiveness is the right move for your specific situation. Their consultations are built for high earners with complicated loan pictures — think six-figure debt and six-figure income. Book yours at studentloanplanner.com/drlishataylor and mention my name for any discount available.

Student Loan Advice

If you want a second set of eyes on your student loan strategy, Student Loan Advice is part of the trusted White Coat Investor network and specializes in physicians. Andrew and the team can help you figure out the most cost-effective repayment plan, whether PSLF makes sense for you, and if refinancing is worth considering. They’ll walk you through the actual numbers so you’re deciding based on facts, not guesswork. Schedule your consultation at studentloanadvice.com/partner/lisha-taylor and tell them I sent you.

Contract Review

Contract Diagnostics

Before you sign any physician employment contract, get it reviewed — and Contract Diagnostics is the only firm 100% dedicated to doing exactly that. With over 10,000 contract reviews and a real-time compensation database behind them, they’ll tell you if your offer is actually competitive for your specialty and region. They’ll coach you through what to negotiate, whether that’s salary, call time, or benefits, and they even let you pay interest-free over time. Reach out at contractdiagnostics.com/partners/wealth-minded and mention you found them through me.

Resolve

Resolve is another contract review option I trust, and their team of attorneys does more than just review — they’ll actually negotiate on your behalf. If your compensation, call schedule, or benefits aren’t where they should be, Resolve’s seasoned negotiators go to bat for you directly with your employer. It’s an easy way to make sure you’re not leaving money or protections on the table before you sign. Reach out at go.resolve.com/dr-lisha-taylor and use code CMM10 for 10% off.

Physician Personal Loans

Doc2Doc Lending

Doc2Doc Lending is a lending platform built for doctors, by doctors — physicians lending to other physicians at rates you won’t find at a typical bank. If you need funds for a move, credentialing costs, real estate, or just bridging the gap before your next paycheck, this is a smarter option than a high-interest personal loan or credit card. I know the team personally and have watched this company grow into a trusted resource in the physician community. Apply at partner.doc2doclending.com/drtaylor and mention Dr. Taylor sent you.