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As a Physician, Surgeon, Dentist, or Healthcare Provider it is vital to growing your practice and private economy while protecting your most valuable asset – yourself and your ability to earn an income. Medical professionals’ commitment to their practice often means working long hours and spending most of the time taking care of others more than themselves. We are committed to adding value to your practice, minimize taxes and liabilities, maximize cashflow and savings as you grow or optimize your business.

We create strategies that are tailored to your needs and goals.

Years of experience have prepared us to guide you through your life transitions.

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Adding Value for Physicians and Healthcare Providers

Adding Value for Physicians and Healthcare Providers

  • Executive Benefits & Deferred Compensation
  • Key Employee Benefits & Retention Instruments
  • High Limit Disability & Business Overhead Expense
  • Employee Benefits (Health, 401K, DB, Life, DI, LTC, and Needle-Stick)
  • Establish a Solid Financial Foundation
  • Asset/Income Protection Strategies
  • Disability (Multi-Life Discounts)
  • Defined Benefit & Pension Programs
  • Risk Management & Estate Planning
  • Investment Planning
  • Advanced Tax Saving Strategies
  • Legacy & Wealth Transfer Planning
  • Trust & Sale or Succession Planning


Learn more

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