Who We Serve We specialize in planning for clients with more complex financial needs that desire clarity, coordination, and simplification in their lives - without sacrificing attention to detail. Whether it's building a generational estate plan, implementing asset protection strategies, sagely layering and integrating insurance policies, crafting your portfolio, or appropriately managing taxes, we've got it covered. And we'll help make all the pieces work together efficiently in pursuit of your goals. Physicians, Dentists, & Medical Professionals transitions from residency to retirement and beyondmanaging tax burdensloss prevention and asset protection strategiesrisk management & insurancecoordination of benefitsworking towards multiple savings goals concurrentlydebt management For Medical Professionals Only Medical Groups & Private Practices medical group disability & lifecustom design, creation, & implementation support of new qualified group retirement plans due diligence reviews of existing plans for DOL & ERISA requirementsongoing advisor support & participant educationbusiness planning for your practice resource for business and financial questions in your practice Soon-To-Be-Retirees coordination of dispersal of funds from different savings vehicles for tax efficiencystrategic organization of distributions aimed at optimizing taxes, growth, and income in retirement asset allocation and regular evaluation during retirement yearsintegration of Social Security & Medicare to maximize available benefitslegacy planning & charitable giving Successful Small Business Owners & Entrepreneurs succession planningcash-flow & business liquidity needsintegration of individual and business tax planning needscompany retirement and benefits programsasset protection strategies & liability managementbuy-sell agreements Schedule A Commitment-Free Consultation Name Email Phone Additional Info Thank you! Oops!