Financial Planning

Setting goals and achieving financial success requires time, aptitude, and an interest in staying on top of economic, tax, & estate law changes, financial markets, and so much more.

For many physicians, it comes down to where they want to dedicate their limited free time. Our financial planning clients prefer to spend that time with the people they love, doing the things they enjoy most. We work as personal financial guides by developing and helping our clients to implement plans that serve as well-organized roadmaps. And as their lives change, so do their plans.  

Most of our clients know their life’s goals and dreams but the path to achieving them requires clarity and distinctive service that includes individual attention and personalized guidance.  

Our advisors are seasoned and experienced. We have the knowledge and depth of resources necessary to design the strategies to help our clients meet their goals.

On your own, do you think you will dedicate the time needed to planning and achieving your financial goals?

Are you afraid of someday looking back and thinking that you may have missed opportunities and perhaps might not be as prepared as you could be for things like buying a home, paying college tuition, and retiring?

You want to spend your free time doing what you love.

We want to help.

Our Financial Planning Services for wherever you are in Career Stages and Life Phases…

  • Medical Students Residents Fellows

    • Budgeting
    • Emergency Fund
    • Student Loan Repayment
    • Insurance Review
    • Benefit Enrollment
    • Building Stellar Credit
    • Home Buying & Financing
    • Contract Review
    • Basic Estate Planning

  • Attending Physician Private Practice

    • Cash Flow Analysis
    • Net Worth
    • Risk Management
    • Retirement Planning
    • College Planning
    • Tax Planning
    • Maximizing employer benefits
    • Real Estate Purchase
    • Practice Buy-Ins
    • Surgery Center Buy-Ins
    • Portfolio Risk Alignment

  • Retirement Planning

    • Social Security Planning
    • Medicare Planning
    • Retirement expense analysis
    • Distribution Strategies
    • Guaranteed Income
    • Insurance review
    • Long-Term Care
    • Tax Planning

  • Legacy Planning


    • Estate Tax Planning*
    • Legacy Planning
    • Charitable Giving
    • Digital Legacy Planning

    *Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.

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Let’s Talk.

There’s no time like the present to start planning your financial future.

Schedule a complimentary 15-minute call as a first step. Complete the form and one of our advisors will be in touch.