Medicine is a changing industry and today’s physicians are on the frontlines, now more than ever doctor’s need to plan for the future and secure their well-being. We advise all physicians whether residents, practicing doctors, surgeons or chief executives in all specialties. Our medical market practice is prepared to address the advanced needs of established doctors as well as the transition concerns of a new physician. No matter what stage your career is in, we can guide your financial success.

Personal relationships are the heart of all our engagements, our empathy and compassion for our clients helps establish the trust of an effective relationship. We work to become experts on YOU! We listen and learn about you as an individual and a family so we can truly serve as your life advisor. Our planning process will work to discover your goals while uncovering opportunities, threats and inefficiencies. We focus on education and empowering our clients through knowledge, ultimately allowing them to make prudent decisions.

Healthcare professionals have unique planning needs that require the knowledge of a specialized team of advisors. Physicians face healthcare specific financial, tax and legal needs that are best addressed through a comprehensive financial plan. We have the expertise to coordinate your unique needs with your goals and assets. Our specialized practice provides refreshing planning strategies that will address issues often ignored in traditional wealth management.

Medical Practices – Today’s medical practices must be highly efficient organizations to maintain margins and provide the partners with competitive income and benefits. We help physicians get the most out their practice and maximize the opportunities available to them as business owners.

We can guide practicing physicians and medical practices to financial success by building, maintaining and protecting your assets through: