Recommended Resources

Whether you are looking for the best refinancing lenders, insurance brokers, real estate help, books to read or tax professionals - this wonderful list of Recommended Resources for Optometrists and other high-earning professionals has you covered!

We work extremely hard to vet each partner to make sure they are ethical and adhere to our strict principles. If you’re looking for trusted and experienced professionals and services to help you, take a look at the following.


Looking to get rid of that high 6.8% interest? Check out the lowest rates available for doctors and receive an additional cash bonus for ODsonFinance Members! 

Education is everything! Looking for your next investing or financial book to read or podcasts to listen to? Check out these Editor's picks! 

Turned down by the big banks for a home mortgage due to your massive student loan or practice loan? Check out these banks who will actually take the time to do underwriting and find you the best mortgage that works for your situations! 

Preparing for the worst financial catastrophe and don't know where to start? Check out these insurance brokers who will educate and help you find the best plans for your situation! 

Tired of doing your own taxes? Or just plain confused?  Then a great tax expert can be worth their weight in gold. Check out these great professionals! 

While we advocate for do-it-yourself financial investing, sometimes you might need a little hand-holding or guidance.  Check out these heavily-vetted financial advisory service! 

Ready to take the big leap into ownership? The path certainly isn't easy and there are multiple ways to both success and failure. Check out these recommended and trusted resources to make your practice a huge success!

Looking for a new equipment loan to make your business a success? Check out these recommended and trusted resources for financing options!

Need some advice on how to start your own practice? Or help with your  practice finances? Book a consult with any of our PM consultants 

Despite being in the medical field, optometrists often don't have any health insurance due to lack of employer provided medical benefits. Check our recommended brokers to see exactly what your options are for both you, your family and your staff.

Want to invest in your employees or your own financial future? Then establishing a retirement plan like a 401K is the first step. Check out these most affordable 401K plan, low cost index fund choices, excellent customer support and well-known reputation! 

Wondering if your new employment contract is screwing you over? Book a session with our Career OD Consultant!