Assisting Those Who Protect Us

Working as a healthcare professional, your primary focus is on helping others: providing care, comfort, and treatment to those in need should always be your top priority. While on the other hand, a secure financial future for you and your family is vital.

We understand, time spent managing your personal wealth portfolio can be a stressful diversion from what you do best – saving and improving lives.

We understand your unique needs to protect you against your liabilities and other risks; preserve your assets from excessive taxes; mitigate the effects of healthcare cutbacks; manage education debt and, finally, pursue financial independence. We understand the unique financial issues you face and why it’s more important than ever to make smart financial decisions now to prepare for the future.

We help by creating a wealth management plan that is designed to address every important aspect of your practice and personal life, including everything from funding your children’s college educations to having an estate plan. By collaborating with your tax and legal advisors, we can create solutions that are unique tour industry.

You can rely on us to provide customized guidance to manage and protect your hard-earned wealth.

Services Include:

  • Risk Management and Insurance
  • Cash Flow Analysis
  • Debt Management Strategies
  • Smart Borrowing Options
  • Investment Advice and Education
  • Tax Considerations
  • Practice Management and Business Planning
  • Accelerated Retirement Planning
  • Estate, Legacy and Charitable Planning

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.