For All Stages Of Your Career
In Training
Time, money, sacrifice and dedication. Medical school is an investment and we understand this. During your early years we provide the recommendation to create the foundation needed for the beginning of proper financial planning. This entails risk management and retirement savings.
In Practice
Medicine and dentistry are challenging and changing professions. During your mid-career as a practicing physician or dental professional we assess your future goals and recommend the proper approach to meeting the goals whether it is a fee-based financial plan or products that will meet your needs and budget.
Nearing Retirement
After a life-time of professional commitment, it is important to make solid strategic decisions as you prepare to retire. We can help you plan to income distributions and proceeds of sale and turn your retirement savings into a fixed income stream.
Financial Wellness Seminars
We advocate for Financial Literacy. Interested in hosting a Financial Webinars? We host in person and webinars on several financial topics relevant to medical and dental professionals.
