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MEDICAL PROFESSIONALS

We offer comprehensive financial services to medical professionals at all stages of their careers.  From residency to retirement, we develop specific strategies that address the unique issues and opportunities that come with your profession.  Our consultative approach has many parallels to being a physician.  We take a detailed history, do an in-depth examination, and recommend solutions that are customized to your circumstances and goals.

How We Work

For Residents and Fellows: 

Time, money, sacrifice and dedication. Medical school is an investment and we understand this. You have put a lot into accomplishing something few can do.  Now it is time for all that hard work to begin to pay off. Let us help you get off to a good financial start.

For Attendings:

Medicine and dentistry are challenging and changing professions. The same is often said about wealth management. Within our team, we have the expertise to develop a carefully crafted plan that is customized to the direction in which you have taken your career. 

For Retiring Physicians and Dentists:  

After a long career, it is important to make solid strategic decisions as you prepare to retire. We can help you plan to take distributions and proceeds of sale and turn your retirement savings into a fixed income stream. 

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