Broker Check

We have been providing financial literacy to medical and dental professionals for over ten years. Promoting financial security is  a cornerstone of our firm. We host seminars for Residents, Attendings and Nurses. We don't assume it is all figured out while in practice. We find Attendings, although making a higher income, have more demands and thus less time to do research or implement the necessary planning needed. We provide presentations tailored to the needs of professionals in practice. We provide turn key solutions removing any planning needed on your part. Just pick a day and let us do the rest! 

Upcoming Webinars

Check out our learning line-up and register for our

free educational webinars.

<span>Protecting Your Income&#160;</span><span>for Medical and Dental Professionals</span>&#160; &#160; &#160; &#160; &#160; &#160; &#160; &#160; &#160; &#160; &#160; &#160;

Protecting Your Income for Medical and Dental Professionals                       

April 26th @ 12p.m.

Join our complimentary master class as we discuss the value of your income and what you truly lose in the event of a disability. You're working hard to build your future. Protect your future earnings!

Topics we will cover:
The value of your present and future income
Disability statistics
Understanding disability contracts and features

“The great aim of education is not knowledge but action.”
— Herbert Spencer

Our Certified Presenters

Edward Alferoff, CFP®

Financial Planner | Co-Founder

(212) 578-3003


Sona Ramnani, RICP®

Financial Planner

(212) 578-8613


Frequently Asked Questions  

 Is there a fee to host a financial seminar?

No, there is no fee. We offer free financial education. 

 Do you provide remote learning?

Yes. We are conducting webinars and organizing them through Zoom links and invitations that you can send your attendees. 

Do you only work with one company? 

No. We represent our clients and have access to over 50 carriers. We don't focus on a product but more service with financial solutions being the main focus. 

Want to know more?

Thank you!