Professional Practices

Most practices have relationships with a collection of professionals, including attorneys, accountants, management consultants, investment advisors, and insurance agents. Despite their combined expertise, there is frequently a lack of coordination and integration in the various components of one's personal and professional financial picture. Our goal is to provide each client with complete and integrated services based on their individual needs and objectives, and to coordinate all components of the client's life into a living plan that will meet their goals.

We also advise attorneys, physicians, and other professionals on the importance of disability insurance and how it protects them, their families and their future from suffering financial disaster if an unexpected illness or injury occurs. Many people think disability insurance is expensive but it's cheaper than you think and remember, all premiums are pretax, making the impact on your take home less than the actual premium.

We answer questions about whether our client's wealth accumulation, asset protection, retirement planning, risk management, and estate planning will provide the benefits and outcomes they desire for themselves and for their families. This firm is uniquely positioned to provide custom services to physicians by virtue of our education, training, and experience.