Helping physicians address their unique needs

Unlike practices that are allied with hospitals or medical centers, your needs may include:

Real estate purchase or re-financing

Health insurance for you and your employees

HSAs and FSAs

Retirement plan design and review

Deferred compensation and cash balance plans

BUT

What do you do first? Patient care, call schedules, family life, maybe a little golf… these should be your priorities. We will do the rest. We coordinate with other professionals including CPAs and attorneys to provide seamless care so you can enjoy your free time and know that your current and future goals are someone else’s priority.

Our basket is ready – contact us to get started!