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Services

We focus on providing individuals and businesses in the medical field the resources they need to save and invest for their financial goals. With close to 20 years experience supporting the medical community, we have the knowledge, expertise, and services to get you on the right path and keep you there.

Wealth Accumulation

Wealth Accumulation

Building, managing, and preserving wealth is a complex process, especially if you are a medical professional with large student loan debt. In your case, the immediate focus is to repay outstanding loans rather than invest for the future. We can help you focus on smart budgeting along with disciplined savings to make the most of your income.

Services 

  • Current portfolio review Human economic life value determination
  • Protection products coordination
  • Alternative saving strategies
  • Saving and risk diversification Disability planning
Retirement Plans

Retirement Plans

Retirement planning is the single-most important saving and investing goal for our clients. With maximum IRS contribution limits on retirement plans and caps on social security benefits, higher income earners will have a smaller percentage of their income replaced in retirement. We can help you close that gap by exploring additional retirement savings options.

Services

  • Retirement saving strategies
  • Retirement income and distribution support
  • Social Security income planning
  • Pension selection assistance
Estate Planning

Estate Planning

As a healthcare provider, you understand the importance of having critical documents prepared so you can be sure your assets will be distributed according to your wishes when you are gone. This is especially important if you have an individual practice, or are part of a group practice with a significant amount of business assets. We will help you be prepared to ensure your estate is ready for your loved ones and future generations.

Services

  • Family legacy planning
  • Charitable giving planning
  • Tax efficient wealth transfers
Education

Education

Whether you are a parent planning to fund your childrens’ education or simply trying to manage the significant debt you have from your own student loans, we can help. 

To save for your child’s education needs we will review the different tax-advantaged investment programs for parents and grandparents. And, to help you pay down your student loans, we offer several unique strategies that can help you get out of the weeds at a faster pace.

Services

  • 529 plans
  • Student loan paydown strategies
  • Alternative educational funding strategies
Business

Business

Owning and managing a thriving practice creates added demands on your time. Between seeing patients, managing staff and handling never-ending paperwork, it’s easy to put off critical financial planning that could help you and your practice. Let us help you make business planning a priority so you can get back to doing what you do best.

Services

  • Small business and large corporate continuation planning
  • Key employee retention benefits

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