Financial Guidance for the Health Professional

Sigma Financial Solutions was established with the specific mission of providing financial guidance to health professionals. With financial emphasis in the areas of tax consulting, tax return preparation and student debt management, I can assist you in analyzing financial decisions such as student loan repayment options (IBR, PAYE, REPAYE, etc,), investing for the "tax bomb", and tax mitigation strategies. Developing comprehensive strategies to facilitate your financial well-being is my commitment.

Contact me to schedule a consultation.

Video or phone appointments available evenings and weekends.

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The 4% Withdrawal Rule

November 1, 2020

The 4% rule of thumb serves as a guideline to determine a “safe” withdraw rate (SWR) from retirement accounts intended to last a 30-year retirement pe...

Income Driven Repayment Recalculation

March 22, 2020

Income Driven Repayment Strategy in a Community Property State

January 5, 2019

Filing your taxes separately in a community property state (CA is 1 of 9 states) might be financially advantageous with a properly developed Income Dr...

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