Who We Serve Doctors and Medical Professionals You may be planning on retiring from your practice and need sufficient income to maintain your standard of living for the rest of your life. Also, you would like to provide a legacy for your children. You may find yourself too busy running your practice to keep up with the complexity of the ever-changing financial markets. You may want a trusted advisor who specializes in the complex needs of doctors and medical professionals. Affluent Families Are you looking for a way to design your portfolio to help mitigate the risk of severe market declines? Are you seeking a plan to preserve your income to provide a legacy for future generations? You may want an independent advisor who understands your family's unique situation and to help architect your financial plan and manage your professional advisors. Businesses and Medical Practices Are you concerned that our employer sponsored plan is out of compliance or creating unnecessary risk? Would you like to increase investment selection in the plan and avoid excess fees? You may want an independent advisor who looks out for the fiduciary responsibility of your plan. To get more information and to request a no-obligation consultation, contact us here.