Recognizing the unique needs that come with being a physician, dentist, or medical professional, we understand the importance of having a professional to guide you through the intricacies of your financial world. We are committed to safeguarding your wealth and well-being, whether you’re exploring opportunities for expanding your practice, evaluating strategic investment opportunities, or planning for a secure retirement.
Together, we’ll tackle your most pressing questions, such as...
- Am I doing all I can to reduce my tax burden?
- How can I find time to handle my financial planning needs in the midst of my demanding career?
- How should I balance paying off debt while also saving for the future?
- Is my specialty adequately covered by the right disability and long-term care insurance?
- Who do I trust to help me identify my blind spots and make the right financial decisions?
- What kinds of investment opportunities are available and how do I know which are right for me?
Financial Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation
Download Your Free Financial Planning Checklist
Whether you’re finishing residency, managing your own practice, or gearing up for retirement, it’s always a good time to plan for your financial future. Begin by downloading our Financial Security Checklist, tailored to physicians and dentists at various career stages.
Request your complimentary Financial Security Checklist by completing the form below.
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Services and Solutions for Medical and Dental Professionals
Financial Planning
When you plan with us, you’ll have an experienced advisor leading a dedicated team with a diverse range of financial expertise.
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Disability Income Planning
Help protect your earning power and keep your goals on track if an unexpected injury or illness prevents you from working.
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Wealth Management
A personalized wealth management strategy is necessary to sustain and grow your long-term wealth, meet your financial goals and align your comfort with market risks along the way.
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Retirement Planning
No matter what you see yourself doing, the places you picture yourself exploring, or when you want to start doing them, we’ll create the right plan to help you retire the way you want.
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Business Planning
Your business reflects you, so it takes personalized business planning to help you grow and protect the value you’ve built in your business.
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Estate Planning
Having a plan for your estate—your home, your wealth, your possessions—means you can leave the legacy you want, whether that’s to help your family, a charitable cause, or an institution.
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