Financial Health

Take the necessary steps today to secure your financial future for tomorrow.

Financial health

As a doctor of optometry, you've worked hard to cultivate your career. AOAExcel® has sourced tools to help you manage your finances and secure the financial future you've worked hard for–whether this starts with a game plan to address your student loans, tools to create a retirement savings plan or integral moves to prepare for the unexpected. 

Student loan refinancing

Student loans are confusing and AOAExcel's endorsed business partner brings simplicity and clarity towards navigating the process for AOA members. In addition to understanding the student landscape, AOAExcel's endorsed business partner offers student loan refinancing solutions for AOA members if and when the time is right. 

REFINANCING SOLUTIONS

Retirement savings planning

It's never too early for doctors of optometry to create a retirement savings plan. Whether you're an independent contractor, practice owner or anything in between, AOAExcel's endorsed business partner can provide a solution. AOA members will find that creating retirement savings plans may be easier and more affordable than you think, and can make your practice more attractive to potential employees. 

RETIREMENT PLANNING SOLUTIONS

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Mortgage lending

Secure trusted home loans - powered by a simplified online process that gets you to closing, fast. Borrow with confidence with AOAExcel's endorsed business partner.

SIMPLIFY YOUR MORTGAGE

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Student Loan Cashback SM credit card

Chip away at your student loans with your everyday purchases. Introducing the first credit card that lets you redeem 2% cashback towards your student loans with any eligible student loan servicer or redeem 1% cashback towards anything else. AOA members are eligible for a $100 cash bonus for opening an account.

EARN CASHBACK TOWARDS STUDENT LOANS

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High yield savings

Plan for the future with a highly competitive high yield savings account designed specifically for optometrists. AOA members will receive a $100 cash bonus for opening an account.

SAVE SMART

1The 0.25% American Optometric Association (AOA) member interest rate discount is offered on new student loan refinance applications from active AOA members. The AOA discount is applied to your monthly payment and will be reflected in your billing statement. The discount will end if the AOA notifies Laurel Road that the borrower is no longer a member. This offer cannot be combined with other member or employee discounts.

Practice smarter and more efficiently.

Learn more about the products and services from AOAExcel’s endorsed business partners and how they provide proven tools for success.
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Building relationships

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