Healthcare Professionals

When Abu started his career in 1979, many of his first clients were physicians coming out of residency. Working with physicians felt familiar and he understood the challenges they were facing because he had three family members coming out of residency too. He has worked with these clients and his family over the last 35+ years through all stages of their careers. He’s seen firsthand the hard work, dedication and passion they have for their calling. More importantly, he understands that time is always never enough when you have a demanding healthcare practice. We are here to give you back some of your time you spend focused on your finances. You can rely on us to provide customized guidance to manage and preserve the wealth you’ve worked so hard for.

As a healthcare professional, you may face many of the same issues as other affluent professionals, but you have unique needs, too. You entered the workforce later, likely saddled with debt from school and from starting a practice. In your early years we help manage debt and also help plan saving for a home or your children’s education expenses. Later down the line, you have other priorities and goals to save for - a retirement and your legacy. You have a complex financial life, all while facing healthcare reform, rising malpractice premiums and reduced insurance payouts.

We'll work with you to create, implement and manage a plan focused on the needs of your practice as well as your personal goals. Our services span from helping you choose the best retirement plan to ensuring your estate plan is in order so the legacy you've worked hard to create continues for generations.

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