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Who We Help Comprehensive, Personal Financial Planning, and Asset Management
Our knowledgeable team provides comprehensive personal financial planning at a straightforward cost to our clients. We best serve those who have financial concerns similar to those listed below:
Small practice physicians and dentists. Physicians or Dentists who are part of a larger professional corporation or employees of hospitals. Nurses and Physician's Assistants
The Medical Profession is rapidly changing. You spend more time trying to keep up with changes in your job requirements than ever before. In your personal life, things are falling through the cracks.
Small Business Owners with 5-20 employees.
Generating new business, keeping up with regulations, technology, security, recruiting and training- you wear a lot of hats. We can help keep you on track to make the most of your business opportunities while keeping key employees happy.
Executives and department heads in public or non-public corporations or businesses.
Your productivity at work is important. When your financial affairs are in order and your goals on track, you have the time to focus on your career.
Young high income earners with few current assets.
You have your first career, your first apartment and some pretty large school loans. You have a lot of questions about how to prioritize objectives. Help is on the way!
Baby boomers, widows, and family wealth.
Decisions, decisions, decisions. When can I retire? When should we take Social Security? How do we help the kids? How much should we help the kids? If I retire early, how do I cover medical expenses? How do I stay in my house?