Fenlason Financial Services, operating as The Dr Team, provides financial planning and investment consulting services, specializing in serving medical students, residents, and practicing physicians. They develop individualized financial plans and offer investment recommendations, but do not manage portfolios or trade client accounts. Services include asset allocation, budgeting, cash flow analysis, college planning, investment planning, retirement planning, risk management, and student loan planning.
Fee Structure
Fenlason Financial Services does not manage client investments. They provide financial planning and investment consulting services, offering recommendations that clients implement themselves. They do not have authority to execute trades or manage accounts on an ongoing basis.