Helping physicians, dentists and healthcare professionals address their unique needs

As a healthcare professional, you’ve worked hard to care for others, as have we. We understand your desire to be able to spend your valuable time on what’s truly important – whether that’s at work or with family – which is why we focus on taking care of your financial picture.

We help by creating a wealth management plan that is designed to address every important aspect of your practice and personal life, including everything from funding your children’s college educations to having an estate plan. By collaborating with your tax and legal advisors, we can create family limited partnerships or asset-protection trusts, secure umbrella insurance coverage, and help you find solutions for dealing with managed care reimbursement cutbacks and rising practice expenses.

We understand the unique financial issues you face and why it’s more important than ever to make smart financial decisions now to prepare for the future.

You can rely on us to provide customized guidance to manage and protect your hard-earned wealth.

Services include

• Practice management
• Business succession planning
• Risk management and insurance
• Investment advice and education
• Tax-efficient strategies
• Accelerated retirement planning
• Debt-management strategies
• Estate, legacy and charitable planning