Helping physicians address their specialized needs

Whether you’re caring for patients, working with office staff or dealing with a mountain of paperwork, you just don’t have the time to give your financial plan, your investment portfolio or your retirement plan the attention and vigilance they require.

As a physician with a practice, you have unique requirements such as protecting assets from liability risk, tax planning, mitigating the effects of healthcare cutbacks, managing education debt, independent contractor issues and, finally, achieving financial independence.

We can design a wealth management plan that addresses 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.

Our goal is to provide the sound financial guidance you seek, so you can focus more on what you do best – caring for your patients.