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Medical Professionals

Our Financial Knowledge To Support Your Medical Expertise

You have spent many years learning your profession.  Nothing less than perfection is tolerated.  Yet for many the only way to learn about business and finance is thru costly experimentation.  We take you from residency thru retirement by developing a plan tailored to your goals.

<strong><em>Building the Foundation</em></strong>

Building the Foundation

Creating the Building Blocks of Financial Security

Similar to building a great pyramid, the foundation that you establish today will be the base for the financial outcomes of tomorrow.

In the early years, it is important to establish an emergency fund to provide liquidity in times of need. The critical importance of a solid plan of insurance is stressed to our clients. Whether it be medical malpractice, long-term disability, or life insurance, our firm helps to plan and protect for an uncertain future.

If you're interested in having us present the 5 Essential Financial Moves for Residents, apply here


<strong><em>Achieving Life&#8217;s Goals</em></strong>

Achieving Life’s Goals

Developing and Executing a Financial Plan

Would you begin a long journey without first obtaining a GPS to guide you to your destination? Of course not. The probability of getting to the exact location becomes remote without the assistance of a reliable GPS. Developing a financial plan is similar to venturing on that long journey.

We begin the planning process by asking the question, “How do you measure success?” Our role as advisor is to then chart the course.

Strategies are developed during this phase of planning to move you along the road towards your financial goals. Savings and investment programs are utilized to accumulate wealth. Great attention is also paid to tax planning. Periodic reviews are conducted to make adjustments where necessary.

<strong><em>Comprehensive Wealth Management</em></strong>

Comprehensive Wealth Management

Life Management Solutions

Having accumulated assets during your lifetime, the focus now becomes on growing and protecting your wealth with a solid foundation that has weathered many storms. 

You are now in position to reap the rewards on your life’s work. Terms foreign to you 20 years ago now dominate your planning horizon. Tax deferral, wealth transfer, and estate planning are integral parts of your strategies for success.

Interested in Having Us Present to Your Residency Program 

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Our first priority is helping you take care of yourself and your family. 

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