Broker Check

Healthcare Professionals and Practitioners

On average, physicians spend as many as 14 years in college and postgraduate training.

Spending time earning bachelor’s and medical degrees and serving internships, residencies, and even a fellowship. While medical school prepares young women and men to care for their patients, it doesn’t typically prepare them to run their practices or equip them with the tools they need for a lifetime of managing their families’ financial security.1

It’s common for physicians to consult with financial representatives, accountants, insurance agents, tax-planning professionals, attorneys, and practice management specialists. It’s critical to integrate your financial team into your overall goals so that each professional on your team is aware of what the others are doing. If each professional isn’t communicating well with each other or is unaware of your total financial picture, you may get fragmented, inefficient advice that may negate certain strategies and hamper your wealth-creation efforts.

To be most effective, your investment professionals must be integrated, communicate well with each other, and work toward common, clearly defined objectives. We work with a network of experienced professionals with a wide range of skills and qualifications. 

Tax Strategies

We create strategies that are tailored to your needs and goals.

Estate Planning

Years of experience have prepared us to guide you through your life transitions.

Disability Income Protection

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.


Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

We are happy to answer questions about your current financial situation and future goals.

If you have any questions, or if you’d like to discuss your specific needs, please contact us. We would be delighted to speak with you and help provide potential solutions to your questions.

View Our Complimentary Guide

View Our Complimentary Guide

5 Financial Mistakes Physicians Make | And How to Help Avoid Them