We are an independent Comprehensive Financial Services firm offering Financial Planning and Wealth Management Exclusively for Physicians.

*STRUCTURED PLANNING:
 Define your goals, build your roadmap and execute a clear path to  
 success.

*WEALTH MANAGEMENT:  Design tailored investment portfolios to manage volatility, optimize 
 diversity and increase profitability.

*DISABILITY & LIFE INSURANCE:  As an independent agency we tailor disability & life insurance 
 solutions, using multiple carriers, for the unique needs of doctors. 

*INVESTMENTS:  Mutual Funds, ETFs, Annuities, Indexes, Roth IRAs, Rollover IRAs, 401(k), 
 college accounts – 529 plans, Whole Life Insurance, Long Term Care. 

*SELF EMPLOYED PRACTICES:  SEP IRAs, 401(k), Buy/Sell agreements, Key man Insurance, 
 Restricted Property Trusts, Profit Sharing Plans

 

Disclaimer:
Registered Representative. Securities offered through Cambridge Investment Research, Inc.,  a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and BattDouglas are not affiliated. This communication is strictly intended for individuals residing in the states of CA, CO, FL, GA, IN, MO, NY, OH, PA. No offers may be made or accepted from any resident outside the specific state(s) referenced. Cambridge does not provide tax advice."

Check out the background of firms and investment professionals on FINRA’s BrokerCheck: http://brokercheck.finra.org/