Physicians

“Every level of success buys you an admission ticket to a more difficult problem.”

We simply understand your world.

For more than 30 years, we have been designing and implementing retirement, asset protection, tax and disability plans specifically for doctors. We engage in comprehensive financial planning and consulting to provide end-to-end financial planning solutions s for doctors - from residency to retirement.

Why does this specialization matter? It matters for the same reasons that your patients choose you.  Your specialization enables you to provide better care for a specific need and makes for a more efficient and effective experience for your patients and a more positive outcome. Isn’t a fast, successful outcome why we all prefer to deal with a specialist in solving our problems?

Healthcare, physician practice management and the business of medicine has changed over time. As such, the financial planning needs for today’s physicians has also changed. Whether the need is retirement planning, asset protection or disability income, we can help. Working with physicians is one of our practice niches, and we are on the cutting edge of the evolution taking place in this space by designing and implementing long-term, holistic financial plans that align with the changing financial needs of physicians today.

Allow us to sit down and share with you the new paradigm of financial planning in today’s medical world.