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Medical Professionals

As a healthcare professional you didn't just choose a career, but a calling.  With it came a more complex set of financial needs.  Whether you're early in your career and balancing your new income against large school loans or already established and navigating the challenges of running a practice we're help in all stages of your professional career.  Below are some of the specific areas we can help you with to reduce the burden of financial planning while you focus on what is most important - your career and your business.


Workplace Benefits

As your practice grows you want to offer competitive solutions for your employees.  We provide specialized retirement plan selection, set-up and servicing for practices of all sizes.  We can also help you find the right group coverage including life, disability and long-term care. 

Holistic Financial Planning

We look at your entire financial picture: retirement planning, investment advisory services, estate planning, asset protection and more to develop a customized roadmap to your financial goals.  Most importantly, we'll help you to implement those strategies to ensure they are there when you need them.

Protecting Your Income and Your Practice

Malpractice and disability insurance provide physicians financial protection they need from unwanted lawsuits and loss of income to disability. We can guide you through the process of obtaining the most cost-effective insurance protection for you and your practice.