We understand the financial challenges of being in the dental and health care industries. Our professionals are prepared to work with you every step of the way, from residency until retirement. Our team focuses on the financial concerns of dental and medical providers of all specialties. No matter your specialty and no matter what challenges you face, we are here to assist you.
Many years of education and residency, long hours, and stressful days can all take a toll on your financial situation. It is our goal to help you develop a financial strategy so that you can devote your time and energy to what matters: your patients. Gaining an understanding of your goals, values, and circumstances is only the beginning. Once we develop an understanding of who you are, and your objectives, we will customize a strategy that meets your needs.
Collaborating with us helps to provide assurance that your financial goals are on track in your sometimes hectic career. From student loans to asset protection, taxes to retirement, and debt to insurance, we have the knowledge and resources to provide the assistance you need. Our team knows how the finances of health care providers can differ from those of other professionals, and we’re committed to tailoring your financial strategy specifically to you and your career.
Charitable Planning
Retirement Planning
Education Planning
Debt Management
Asset Protection
Employee Benefits
Disability Insurance
We do not provide tax advice. Please consult your own advisors for tax advice.