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Who We Serve

We specialize in planning for clients desiring clarity, simplification, and coordination, and those with more complex financial needs. Whether it's implementing asset protection strategies, carefully crafting your portfolio, or appropriately managing taxes, we'll help make all the pieces work together efficiently. 

Physicians, Dentists, & Medical Professionals

Physicians, Dentists, & Medical Professionals

  • transitions from residency to retirement and beyond
  • managing tax burdens
  • loss prevention and asset protection strategies
  • risk management & insurance
  • coordination of benefits
  • working towards multiple savings goals concurrently
  • debt management 
For Doctors
Medical Groups & Private Practices

Medical Groups & Private Practices

  • medical group disability & life
  • custom design, creation, & implementation support of new qualified group retirement plans 
  • due diligence reviews of existing plans for DOL & ERISA requirements
  • ongoing advisor support & participant education
  • business planning for your practice 
  • resource for business and financial questions in your practice


  • coordination of dispersal of funds from different savings vehicles for tax efficiency
  • strategic organization of distributions aimed at optimizing taxes, growth, and income in retirement 
  • asset allocation and regular evaluation during retirement years
  • integration of Social Security & Medicare to maximize available benefits
  • legacy planning & charitable giving 
Business Owners & Entrepreneurs 

Business Owners & Entrepreneurs 

  • succession planning
  • cash-flow & business liquidity needs
  • integration of individual and business tax planning needs
  • company retirement and benefits programs
  • asset protection strategies & liability management
  • buy-sell agreements

Schedule A Commitment-Free Consultation

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