Financial Advice & Planning for
Physicians

As a physician, you understand the importance of small details. After all, that can mean the difference between life and death. But finding the time to manage your finances is challenging, especially with constant demands on your time. Let us help you craft a financial plan and ensure nothing slips through the cracks.

For more than 20 years we’ve helped physicians by developing custom financial plans tailored to their unique needs. We understand your time is best spent helping patients, so we use state of the art technology to help bring our advice to you, when and where you are, on your schedule. That means you can spend more time helping others and less time driving to and from our office.

Ready to have a conversation about your financial future? Give us a call or request an appointment and one of our advisors will review your situation and recommend a plan of action.

Retirement Planning

Discover how your practice could impact your retirement plan

A Comprehensive Wellness Approach

Keep an eye on the vitals for your finances

Risk Management

Understand and minimize the risks that could derail your financial future

Common Financial Questions from Physicians

  • How do I efficiently pay off my student loans?

  • How can I get the most for what little time I have?

  • My income is great, how do I put it to work?

  • How can I keep my practice thriving?

Financial Advice for
Physicians

3 Keys of a Modern Retirement

The 3 Paychecks of a Modern Retirement

On November 29th, the oldest living person in the world, Emma Morano will turn 117. Based on my research she is the last living person to have been born in the 1800s. While some people might marvel at all she’s seen and been through, I ‘m curious about what she did during her more than 50 years in retirement.
Role of a Fiduciary
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The Role of a Fiduciary - Putting Your Interests First

As many of you have undoubtedly heard, regulatory changes are coming to the finance industry pertaining to “fiduciary standards” and the obligations we have as financial professionals with respect to retirement accounts. Let me be clear: we embrace these changes as we serve as a fiduciary for your money in advisory relationships, just as I believe we always have.
Brainworks Solutions for Staying Sharp
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Brainworks - Simple Strategies for Staying Sharp

While cognitive decline may be an inevitable part of the aging process, studies show that we can prevent, or at least postpone its development through intervention. Our brain is actually radically adaptable if we train it appropriately—like we do our bodies. The “fitter” our brain is, the more energy efficient it becomes, and the easier it is to do important mental tasks such as focusing attention and being creative. This workshop was originally presented at Prosperion EDU 16.
Power of Growing Dividends Strategy
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The Power of Growing Dividend Income

https://www.youtube.com/watch?v=j_ZserqymR4 We create and communicate ProsperOn’s to deliver timeless, valuable wisdom to our clients, with the hope to provide greater clarity, capability and confidence. In other words to help people be better…
Preparing Heirs

Are your Heirs Prepared for Their Inheritance?

We believe there are many important areas an estate plan does not cover. It boils down to one simple question: Your estate plan is in place, but are your heirs prepared?
8 Best Financial Apps
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The 8 Best Financial Apps for Money-Conscious People

https://www.youtube.com/watch?v=dZUs-7kE_00 You’d be hard-pressed to find someone without a smartphone or tablet these days. Companies like Apple and Samsung have redefined how we communicate, what we rely on, and our ability to access information.…
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