Broker Check

Healthcare Professionals

As a healthcare professional, you’ll need personal and professional financial guidance as you build and grow your career and practice. We understand your unique needs to protect against liabilities and many other risks; preserving your assets from excessive taxes; manage education medical student loan debt and, finally, pursuing your financial independence. As you begin to have a family other priorities to save for – a home, children education and retirement – while facing healthcare reform, rising malpractice premiums and reduced insurance payouts. Understanding your unique financial issues you face  is our priority and this is why it’s most important than ever to make smart financial decisions now to prepare for future financial independence.

We help by getting to know you and your family by listening to how you envision your financial future. We than create a customized financial plan and a wealth portfolio that fits your investment objectives and risk tolerance. Our goal is designed to address every important aspect of your practice and personal lifestyle, including everything from funding your children’s college education, coming up with a tax strategy, to having an estate plan. By collaborating with your tax and legal advisors, we can assist in managing a family trust and work with your tax advisor on creating a tax-managed portfolio. Your goals are our goals and you can rely on us to provide a road map towards financial and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.