We offer:
WEALTH PLANNING
We look at your personal and financial goals, financial freedom (retirement) planning, estate and asset conservation and insurance and tax needs to deliver a plan that will help you acquire, grow and preserve your wealth.
INVESTMENT MANAGEMENT
Our investment team implements rigorously researched investment strategies designed to help our clients acquire, grow and preserve their wealth. By understanding your preferences, appetite for risk, goals and your timeline, we select an investment allocation specifically tailored to meet your needs. You can confidently delegate the detailed day-to-day task of portfolio management (which includes securities selection, trading, performance monitoring and responding to changes in the markets and the economy) knowing that your investments are being looked after.
RETIREMENT PLANS
By understanding what a successful retirement plan looks like to you and your company, we will help you assess your goals to keep your retirement plan on track to benefit your business and employees. The heavy-lifting of the plan management becomes our responsibility, leaving you free to focus on the management of your business.
PHYSICIAN SERVICES
The financial demands on your life as a physician will be unique in every stage of your career. We can walk with you as you navigate debt management, contract negotiations, asset protection, succession planning for your practice, insurance needs and other professional challenges. Our strategies can help guide you through a fulfilling career and lasting legacy.
GENERATIONAL AND FAMILY FINANCIAL PLANNING
Planning for multi-generational families brings about unique financial concerns when you incorporate different viewpoints, backgrounds and goals. We help families approach uncomfortable issues such as wealth transfer, family foundation planning, and continuity while addressing emotional and psychological perspectives of family members.
SPECIAL SOLUTIONS FOR OUR SPECIAL NEEDS FAMILIES
The confusion associated with giving care to individuals with special needs can be overwhelming. We help families connect with resources, work to understand the prognosis, and get support to navigate special needs trust and asset protection. Our goal is to enhance the livelihood of you and your dependents, leaving you time to focus on living a full life and celebrating the gift of their presence.
RETIREMENT PLANNING
We help you identify your specific retirement goals and develop a plan and strategy that can help you achieve them.
BUSINESS AND PRACTICE CONSULTING
We offer specialized services to help ease the administrative burdens of running a successful practice or small business, including contract negotiations, succession planning, partnerships, and employee relations. We maintain a network of professionals available to address your specific business needs.
SITUATIONAL PLANNING
For special life circumstances, we will walk clients through situations that do not fall under the umbrella of traditional “financial planning.” These could be one time occurrences (such as the death of a loved one or a divorce) or a perpetual need that requires on-going guidance.