SIMPLIFYING YOUR FINANCES
Investments
Doctors need a solid investment strategy that can take them through both up and down markets. We use an award winning and scientific process outlined by Modern Portfolio Theory.
Planning for
Retirement
Retirement may seem like a concern for the distant future, but planning now is the only way to ensure a comfortable, and stress-free future.
Managing Debt
Doctors face incredible debt pressures from student loans or home mortgages. We develop a structured plan to help relieve some of those pressures to let you focus on what's important to you.
Disability Insurance
Every doctor's most important asset is their income. You've spent too much time, energy, and debt acquiring it to let it go unprotected.
HOW WE HELP
Attending Doctors
Once you have completed your medical training, your financial needs become even more complicated. In today's environment, there is no room for error in a doctor's finances. Our goal is to help you grow and protect your wealth so you can focus on the things in your life that are most important to you.
Retirement Planning
Investments
Asset Protection
*New Yorker cover photo, credit to Brown Urology. Thanks, Liza!
Resident and Fellows
As a resident or fellow, you are in one of the most financially stressful positions of your lifetime. You have unprecedented demands on your time and money, and the decisions you make now can affect your lifestyle 10 to 20 years into the future. We provide you with the advice you need today to help ensure financial security in your future.
Student Loans
Contract Reviews
Home Buying Analysis
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Rich Doc. Broke Doc.©
As a registered investment adviser, we are now required to provide clients a new Client Relationship Summary document known as “Form CRS”. This form is the third part of our Form ADV investment adviser registration statement, so it is also referred to at times as “Form ADV Part 3”.
The purpose of the form is to provide clients and prospective clients with clear and succinct information regarding key aspects of investment advisory and brokerage relationships. The new form includes summarized information about services we provide, fees we charge, how our advisors are compensated, industry practices, etc. It also references where you can find additional information in our Form ADV Part 2 Disclosure Brochure, which we can provide you at any time free of charge or you can access from the SEC’s Investment Adviser Public Disclosure (IAPD) system at www.adviserinfo.sec.gov. Please feel free to reach out to any member of our team if you have questions. We appreciate the opportunity to serve you.