We are an independent Comprehensive Financial Services firm offering Financial Planning and Wealth Management Exclusively for Physicians.
Define your goals, build your roadmap and execute a clear path to
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.
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