SCOPE OF SERVICES
We Will Provide You With the Most Competitive Investment Products and Platforms in the Industry
WEALTH MANAGEMENT FOR PHYSICIANS & THEIR FAMILIES
- Actively managed mutual fund & ETF portfolios
- Indexing strategies
- Tax efficient investing
- Retirement planning
- Rollover IRAs
- Roth IRAs
- Tax sheltered annuities
- Income annuities
- Estate planning
- College planning
- 529 plans
INSURANCE PROTECTION FOR PHYSICIANS & THEIR FAMILIES
- Specialty specific disability insurance
- Term life insurance
- Permanent life insurance
- Whole life insurance
- Universal life insurance
- Variable Universal life insurance
WEALTH MANAGEMENT FOR PRIVATE PRACTICES
- 401k
- SEP IRA
- SIMPLE plans
- Profit sharing plans
- Defined benefit plans
- Defined contribution plans
- Deferred Compensation plans
INSURANCE PROTECTION FOR BUSINESS
- Buy-Sell agreements (Cash benefit in event of owner(s)’ death or disability)
- Keyman insurance (Cash benefit in event of key employee death or disability)
- Restricted property trusts (High income deductible tax shelter for business owner(s))
- Overhead expense insurance (Cash benefit to cover operating expenses in event of disability of owner)