As a healthcare professional, you’ll need personal and professional financial guidance as you build and grow your career. You’ve worked hard to care for others, as have we. We understand your unique needs to protect against liabilities and other risks; preserve your assets from excessive taxes; mitigate the effects of healthcare cutbacks; manage education debt and, finally, pursue financial independence. You also have other priorities to save for – a home, a family, retirement – while facing healthcare reform, rising malpractice premiums and reduced insurance payouts. We understand the unique financial issues you face and why it’s more important than ever to make smart financial decisions now to prepare for the future.
We help by creating wealth management plan that is designed to address every important aspect of your practice and personal life, including everything from funding your children’s college educations to having an estate plan. By collaborating with your tax and legal advisors, we can create family limited partnerships or asset-protection trusts, secure umbrella insurance coverage, and help you find solutions for dealing with managed care reimbursement cutbacks and rising practice expenses.
You can rely on us to provide customized guidance to manage and protect your hard-earned wealth.
The star of countless westerns, the 4-4-0 (four smaller leading wheels on two axles followed by four larger coupled driving wheels) or “American” type locomotive was widely used in North America during the 1800s, and some 25,000 were produced. The wheel arrangement was compatible with the grades and curves of the railroad at that time but the design placed the firebox between the driving wheels, limiting fire and steaming capacity. By 1900 larger locomotives were needed to meet the growing demand of passengers and freight.