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We offer comprehensive financial services to medical professionals at all stages in their careers. From residency to retirement, we develop specific strategies that address the unique issues and opportunities that come with your professional. Our consultative approach has many parallels to being a physician. We take a detailed history, do an in-depth examination, and recommend solutions that are customized to your circumstances and goals.

As the medical industry has become more values-based than transaction-driven, it is increasingly important to work with financial architects who can protect your career.


                    For Medical Professionals

  • Understanding how to buy/sell a practice
  • Protecting assets from a malpractice suit
  • Benefits of a private practice vs hospital
  • Tax diversification through multiple accounts

                                  For Residents

  • Debt Management
  • How to manage your credit score
  • Creating a budget
  • The truth around protecting your income