Areas of Expertise

A FOCUSED APPROACH: THE MEDICAL COMMUNITY

How do I end my  final PGY on the right path? Residency is over, what's next? What should I be doing in my first 6 years as an attending? Getting rid of student loans, comparing compensation packages, saving to start my own practice, all while working 14 hour days?

If these are questions or thoughts you're having, you're not alone.  I take pride in serving the medical community through my own specialty of simplifying personal, business, and estate financial planning.

You are an expert in your field, your specialized knowledge is valuable, your days are hectic, and your time off is precious. Our clients want to focus on what they have mastered; Medicine. You've spent the last 8-12 years in school and residencies; You owe it to yourself to have an intentional, proactive, plan around your finances so that your education, and the compensation it has earned you, is not squandered. My team and I are here to help make that path simple. 

With our experience in the Parkview and IU Health hospital systems, we are uniquely suited to offer a perspective that answers the question "how does all this fit together?". Integrating existing planning, benefits through employers, and other outside planning resources, we're able to think bigger on our client's behalf and ensure that their impact is not limited to the patients they care for. 

 

BUILDING STRONG RELATIONSHIPS

Financial Planning does not happen by accident. It requires intentional attention and continuous refining that is facilitated by a long-term relationship. I understand this and utilize my team to ensure all my clients have a comprehensive plan that addresses all objectives they hold dear. With relationship building at the foundation of my practice, my team and I are committed to providing premier service to all clients for years to come.

 

 



 

 

 

 

 

 

 

Nick Stephan Tokarz

Financial Advisor

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck