Helping physicians address their unique needs


Physicians have unique requirements, including preserving assets from liability risk, tax planning, mitigating the effects of healthcare cutbacks, managing education debt, independent contractor issues and, finally, achieving financial independence.

By collaborating with your other qualified advisors, we can create family limited partnerships or asset-preservation trusts, umbrella insurance coverage and help you find strategies for dealing with managed care reimbursement cutbacks and rising practice expenses.

Our team is very familiar with the retirement, compensation, and savings plans of the major Medical Groups in Peoria including;

  • 401(k)/403(b)/457 retirement plans
  • Executive compensation plans
  • Pension plans