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Discover the Difference

We provide our clients with comprehensive and sound investment advice, and work with an array of money managers, insurance companies, and investment providers. Our complete planning process involves proper estate planning by working with qualified attorneys in the area. At the North Shore Advisory Group, Inc., we look at the ENTIRE financial picture which includes tax reduction strategies, brokerage services, life and long-term care insurance, individual bonds, private real estate investment trusts, and estate planning. Making an informed decision today can help you stay on the right path for the future.

MISSION

At our firm, we have the client—and only the client—in mind.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and review a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your financial goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

MEET YOUR DEDICATED PHYSICIAN’S FINANCIAL NETWORK REPRESENTATIVE

Ted Waldron, RFC
Ted Waldron, RFCFinancial Planner at Lincoln Financial Group
At Physician’s Financial Network, we look at your ENTIRE financial picture which includes tax reduction strategies, investment planning, life and long-term care insurance, alternative investments for qualified investors, and estate planning. Making prudent decisions today can help you stay on the path toward the future.

Connect with Your Member Concierge Today!

As a member of FutureMed LA, you have exclusive access to a dedicated Member Concierge, who is available to assist at any time with the following:

  • Register for the Convention
  • Discuss your immediate practice needs and match you with the appropriate Vendor Partner
  • Ensure you receive the best in service and pricing, exclusive to FutureMed LA
  • Personally schedule you with any of our Vendor Partners, and stay involved to make sure you have the best experience possible!

Use the form on the right to schedule with your Member Concierge today!