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Our team at Pharmacist Financial take pride in helping staff pharmacists in filling their financial prescription. Our mission is to empower all staff pharmacists to make educated decisions, develop financial plans that work, and reach their financial goals.

To make it simple, we have developed Your Financial Prescription - a step-by-step checklist aimed at ensuring every pharmacist has the items necessary for a healthy financial future.

The prescription includes everything from wills to insurance, financial planning, debt reduction and more!

Whether a pharmacist is just starting or looking to retire, we have a prescription that is custom designed to meet their unique needs.

With our program, we are able to offer:

  • Advanced planning for staff pharmacists, their families,  & pharmacy owners
  • One-on-one client concierge service
  • Workshops & webinars throughout the year to help guide you & answer questions
  •  A team driven approach
  • Financial focused podcasts and videos
  • And more!

Joe Website_Grey
Joe Casselman, ChFC

Pharmacist Financial Advisor

joec@waypointus.com

 

Schedule Your 15 - 30 Minute Call Now

Send me info on the Pharmacist Financial Program!

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