Helping Healthcare Professionals address their unique needs

As a healthcare professional, you’ll need personal and professional financial guidance as you build and grow your career. You’ve worked hard to care for others, as have we. You also have other priorities to save for – a home, a family, retirement – while facing a constantly changing and fast-paced work environment. We understand the unique financial and professional issues you face and why it’s more important than ever to make smart financial decisions now to prepare for the future.

We help by creating a financial management plan that is designed to address every important aspect of your professional and personal life, including everything from funding your children’s college educations to having an estate plan. By collaborating with your tax and legal advisors, we can advise on how to maximize retirement savings while dealing with the everyday issues related to a uniquely challenging and high-stress work environment.

You can rely on us to provide customized guidance to manage and preserve your hard-earned wealth.

Services Include

  • Risk Management and Insurance
  • Cash Flow Analysis
  • Debt Management Strategies
  • Smart Borrowing Options
  • Investment Advice and Education
  • Tax Considerations
  • Practice Management and Business Planning
  • Accelerated Retirement Planning
  • Estate, Legacy and Charitable Planning

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.