Practicing Physicians

The Physician’s Team of Experts and Financial Concierge

The Physician’s Team of Experts and Financial Concierge

Have you ever wondered about all the experts who help Bill Gates, Jeff Bezos and even Donald Trump manage their money? They have an insurance guru to oversee the risk management, an investment team to make sure their assets are working as hard as possible, an attorney to keep them on the straight and narrow, along with a savvy accountant to help them reduce their taxes and a financial advisor to coordinate all these folks and prepare for their future. It probably costs the very wealthy thousands of dollars per hour to get this kind of experienced, coordinated advice!

Retirement Planning

Retirement Planning

All of doctors dream of the day they will be financially independent—the day where practicing medicine is optional, not required. To plan for this day, we do extensive retirement planning for all of our clients and review it at every meeting.

Our plan for building wealth for our physicians follows this proven process:

Investment Strategies

Investment Strategies

Every physician needs a solid investment strategy that can take them through both up and down markets and keeps doctors from making bad decisions during market turmoil.

We use a thoughtful, award winning and scientific process outlined by Modern Portfolio Theory.