Expertise, Convenience, Relationship.

We’re not only a comprehensive financial firm but we specialize in the financial planning needs of medical professionals. For over 50 years we’ve built a reputation for excellence while serving clients from coast-to-coast.
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Every Topic, All the Expertise

No matter what the topic, we have the knowledge you need as you graduate from residency and continue your career as a physician. We cover all the bases with our five-part Physicians’ Financial Focus lecture series.

  • Protecting Your Assets

    Learn how different insurance strategies help you protect your money and when you should implement them.

  • Student Loan Repayment

    Reducing – and paying off – your student loan debt is an important part of the process of planning your financial future.

  • Financial Planning Basics

    Transitioning from your residency means more money and more potential financial pitfalls. Let us be your guide.

  • Saving & Investing

    Getting started on a savings and investment plan as well as managing tax liability are among the challenges you face.

  • Estate Planning

    Learn the differences between a will and trust and estate documents you may need as you look ahead.

Deepen Your Knowledge Through Our Lectures

You have a lot on your plate as a new physician and probably have a lot of questions about your increased income and the financial road ahead. Our lecture series has you covered for every stage of your professional and personal journey.

A Course for Every Stage


Training

Our Foundation Planning starts you on the road to a sound financial future even when you’re still in residency.


Transition

Learn how to manage the money you’re making after you’ve settled into your career and practice.


Practice

Understand how the choices you make today influence your financial future.


Retirement

Your financial needs change in retirement and may include legacy planning.

Let’s Talk

There’s no time like the present to start planning your financial future while learning how we can help. Send us your questions and comments and we’ll respond promptly.

Call Us: (704) 557-9750