Policy Penguin is a New York-based financial planning firm that specializes in providing tailored insurance and investment solutions for physicians. With over 20 years of experience in the industry, their team of experts conducts comprehensive reviews of existing policies to maximize efficiency and effectiveness, while also offering qualitative and quantitative advice to help clients achieve their retirement objectives.
Backed by over 135 years of service from their primary carrier, Policy Penguin offers a range of services, including insurance incorporation into qualified plans, asset allocation, and trust strategies. They also provide smart money solutions through protection portfolios, investment strategies, and holistic estate planning, ensuring that clients' financial needs are met with expertise and personalized attention.
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