Rick Helbing of Suncoast Advisory Group in Sarasota, Florida Named Among 150 Best Financial Advisers for Doctors by Medical Economics Magazine
For the fourth year in a row, Rick Helbing of Suncoast Advisory Group has been named among the 150 Best Financial Advisers for Doctors by Medical Economics magazine. The exclusive list is released every year in the fall.
Specializing in financial planning for doctors, dentists and family-owned businesses, Suncoast Advisory Group was established in Sarasota, Florida in 1988, and recently opened an office in Jacksonville, Florida. The firm enjoys a national reputation for innovative financial and practice planning.
Helbing is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC) and is a member of the Financial Planning Association, Society of Financial Services Professionals, and Medical Group Management Association.
In making the selections for the Top 150 list, Medical Economics reviews nominations from medical professionals and submissions from financial advisers to create a short list of potential awardees. The final determinations are based on knowledge, credentials, continuing education, specialization in the medical field, and years of experience in various types of economic markets. The list favors advisers who do not rely only on commissions, because investors can expect more objective advice when there is no motivation to direct them toward a product. Nominees are checked against the national databases of the Securities and Exchange Commission and Financial Industry Regulatory Authority to confirm that they have not been found guilty of wrongdoing at the national level.
About Suncoast Advisory Group
Established in 1988, Suncoast Advisory Group provides extensive wealth management services. The firm specializes in highly personalized service, tailoring a plan to each client's unique goals. With no attachment to selling or promoting products, Suncoast Advisory Group acts as a consultant and partner to plan, implement and monitor client progress towards their goals. Services include financial planning, business management consultation, along with investment, fringe benefit, estate and tax planning. Suncoast Advisory Group enjoys a national reputation in crafting plans for physicians, dentists, and family-owned businesses. The firm is headquartered in Sarasota, Florida, and maintains an office in Jacksonville, Florida. Website: www.suncoastadvisorygroup.com.