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Helping Physicians and Their Families to Create Long-Term Financial Strategies, and Small Business Owners to Grow, Protect, and Exit Their Business.

Who We Are

Who We Are

We’re dedicated Advisors and Exit Planners helping medical professionals & business owners with all their financial planning considerations. We are process-driven, not transactional or product-pushers.

What We Do

What We Do

We work with doctors, dentists and practice owners to build a custom, profession-based financial strategy that challenges conventional wisdom by leading with protection and savings so you can invest for your future.

How We Can Help

How We Can Help

We help physicians and business owners reduce risk, increase cash flow, and drive value by providing exit planning, key employee retention, unconventional retirement strategies & general financial guidance.


Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

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What do you envision for your future?

What do you envision for your future?

We believe that your finances drive your future, which is why our primary focus is on helping you hit the financial goals that will get you where you want to be.

Common Tax Errors to Avoid

Filing your taxes can be an involved process, and accidental errors can be easy to make. Grab this handy guide to get some tips to avoid some common filing errors.

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