Broker Check

Medical Professionals

Addressing YOUR Financial Concerns

As a healthcare professional, you are faced with many financial planning decisions. Building and preserving wealth is paramount. We spend our energy on helping you wade through the myriad of options to find balance between your personal planning and to keep your practice running smoothly. Whether you are in training, working in a hospital, working in a private practice or own your own practice, we provide the guidance and attention you deserve. From our extensive experience in working with healthcare professionals, we are here to provide specialized knowledge of the unique financial challenges you face. We are proud of our 30 years+ of experience.


  • Attending Physicians
  • Private Practice / Hospital-Affiliated Physicians
  • Physician Assistants (PAs)
  • Medical/Dental Residents & Fellows
  • Medical/Dental Students
  • Healthcare Administrators

As a medical professional, you dedicate your life to help others live better by solving their medical issues. As strategic advisors, we dedicate our lives to improving yours by helping to solve your financial challenges.


  • Wealth Accumulation
  • Cash Flow Planning
  • Investment Planning
  • Tax Planning Strategies
  • Risk Management
  • Estate Planning
  • Retirement Planning
  • Debt Management
  • Long-term Care Planning

Viewing Your Financial World in One Place

The Living Balance Sheet® – a single secure access point to view all your current financial information in one place, easily available to your anytime, anywhere.