Michael McErlane (CFP®, MBA, Other, RICP®)

Michael McErlane focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

We specialize in working with physicians, dentists, and other healthcare professionals at every stage of life, including residents, fellows, new attendings, established practice owners, and those entering retirement. We offer comprehensive financial planning and investment management services including the following: debt management, risk management/insurance planning, estate planning, cash flow planning, employee benefit optimization, tax planning, investment planning, retirement planning, education planning, and small business planning. To learn more, visit our website at https://www.CFPforDoctors.com.

Additional Information

Dr. McErlane founded Comprehensive Financial Planning for Doctors, an independent, fee-only financial planning and investment management firm. He is a Certified Financial PlannerTM (CFP®) and Retirement Income Certified Professional® (RICP®) who specializes in helping other healthcare professionals achieve and maintain financial security. To learn more, visit our website at https://www.CFPforDoctors.com.

NAPFA Start Date

January 03, 2022

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This Office

7329 Sacaton Trail Frisco, TX 75033 Phone: (319) 541-5767