Services & Products

Before even thinking about the right financial products for your needs, you should clarify what’s truly important to you – the people you care about, the aspirations you have, the things you want to protect, and the support you’d like to give to others. Whether you reflect on this question alone, with family members, or alongside a financial professional – answer this one first, as it will then create the framework around which your financial strategy can be built.


We offer a broad range of services to meet your unique needs, whether you are an established physician , a practicing dentist, or a graduating resident, fellow or CRNA.

Financial planning

We are your financial planning concierge, walking with you every step, holding you accountable to achieve your financial aspirations. We help turn your plans into action and your goals into reality.

We offer personalized, trustworthy solutions that help ‘automate’ much of the day-to-day decision-making, allowing you to stay true to your financial roadmap without having to micro-manage your finances.

Our comprehensive financial planning includes:

  • Retirement Planning
  • Protection Planning
  • Investment Planning
  • Tax Minimization
  • Estate Planning
  • Debt Reduction
  • Financial Position
  • Business Transition
  • Education Planning

Asset management

A well-defined asset management strategy is an important part of your comprehensive financial plan. Whether you are planning for retirement, your children’s college education, or another major expense, you will need to take into account your time horizon, tolerance for risk, tax considerations, and other factors.

We work with highly-regarded investment management firms to deliver insight, access to suitable investment options, thoughtful innovations, solid research, and useful technologies to meet your needs.

Risk management

Managing the risk in your financial picture is another important part of a comprehensive financial plan. Naturally, you will want to protect what matters most to you.

We offer a full suite of risk management tools to fill the gaps in your personal financial plan including:

  • Life Insurance
  • Disability Income Insurance
  • Long-term Care Insurance

If you’re a business owner, you will need to manage the risks within your business, too. Have you taken the appropriate steps to protect the business in the event of the death of an owner or partner? How about a more common scenario, such as an owner’s or partner’s long-term disability?

We will help you think through and prepare for the unexpected so that you can be prepared.

Asset protection

Our clients are often looking for ways to protect their assets should something unforeseen happen to them or their families. We collaborate with prominent attorneys who specialize in this area.

Estate planning

What would happen to all of your assets – including life insurance proceeds – in the event of your death? Few people give this the depth of thought it requires.

We help our clients think through how their money is going to work for them and for their families. This means making sure that assets are properly structured and protected.

Based on our extensive experience, we paint real-world scenarios for our clients to consider and then let their attorney draft their wishes. We frequently attend estate planning meetings with our clients and their attorneys.