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! 

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

Our Seminar Topics

Debt Management

Debt Management

We discuss how to manage your debt and what factors to consider when trying to pay them down. 

Types of Insurance

Types of Insurance

We review different types of insurance and the importance of each one  during each stage of your career.



We'll share the power of time horizon, compounding and tax advantages of investing. 



We'll share factors to consider when planning for retirement and how important it is to start early. 

Our Certified Presenters

Edward Alferoff, CFP®, RICP®, WMCP®  

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!