1036 Lansing Drive
We’re a dedicated team of financial professionals that specialize in helping medical professionals & business owners with all their financial planning considerations. We are process-driven, not transactional or product-pushers.
Instead of one-size-fits-all plans, we work with surgeons, 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.
We help physicans and practice owners reduce their taxes, increase cash flow and drive value by providing services such as exit planning, key employee retention, unconventional retirement strategies & general financial guidance.
We provide a personalized approach to family and business financial planning.
An investment portfolio is only a small glimpse into your life, which is why we get to know you personally.
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.
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.
Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.