CMG Financial Consulting
Clint Gossage CFA, CFP®, CPA, has been married to a Surgical Oncologist for the past 15 years and has experienced first-hand the ups and downs on the journey from undergrad to becoming an attending. After helping friends in medical school, residency and fellowship with their finances, he left a high-paying job, managing the investments at a multi-billion dollar family office, to start CMG Financial Consulting. He has been helping physicians and medical professionals ever since to get out of student loan debt, save money, invest in tax efficient strategies, manage and protect their assets and give them back their most scarce resource…time.
- Services: Financial planning, investment management, student loan management
- Ideal Client: Financially savvy but want help with increasing complexity
- Location: Scottsdale, AZ
- CMG Financial Consulting Application, ADV2
- Website, [email protected], (877) 695-8004
Latest WCI Podcast Appearance:
Fee Structure:
One-Time Services:
- Student Loan Review – $500
Residents/Fellows:
- Ongoing Student Loan Support – $100/month
- Financial Planning – $225/month
Financial Planning, Investment Management & Tax
- Early Investors (Up to $500,000 of Assets Under Management) – $450/month
- Foundation Builders ( Up to $1,000,000 of Assets Under Management ) – $850/month
- Financially Independent (Over $1,000,000 of Assets Under Management) – $1,250/month