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Do you need a Financial Second Opinion?

As a physician, you may be at a disadvantage when it comes to personal financial management. Even if you received the best medical education in the world, chances are your training did not provide you with the tools necessary to address the business realities of the practice of medicine or your financial well-being.

The results of poor planning not only affect the doctor’s family but also their professional relationships with colleagues, partners, and hospitals. Our goal is to bring a complete package of financial planning, insurance and investment products and services to members of the medical profession.

We understand that you are very busy with professional and personal obligations and need reliable answers from a confident advisor. Through access to a network of experienced professionals in all areas of financial services, we can help make recommendations that are appropriate for your needs together with quality products from a range of independent companies to help you come closer to your financial goals.

We provide a wide array of financial services to physicians. We understand how a physician's career choice impacts wealth accumulation, student loan debts, asset protection, insurance needs, and investment choices. Because of this understanding, we are able to provide advice for every stage of a physician's career, from residency to retirement, in all matters impacting their financial health. Services we provide include:

  • Comprehensive Financial Planning
  • Life Insurance Needs
  • Disability Insurance Products
  • Student Loan Debt Management
  • Investment Planning
  • Retirement Planning
  • Estate/Asset Protection Strategies
  • Contract Review Assistance
  • Income Protection Strategies
  • Group Insurance Products

It is not our position to offer legal or tax advice.