Who we serve

Medical Professionals

 

Medical Professionals dedicate their time caring for their patients and their family. We can help take care of your financial health while you continue to help others.

Our Services

We are a one-stop source for all your financial needs. We provide financial Planning, investment management, and tax services.

Financial Planning

Estate Planning, Debt Management, Insurance Review, Collge Savings Analysis, Retirement Planning, Financial Goals & priorities, Investment Analysis

Wealth Management

Investment Analysis, 401(K), 403(b), 457 Reviews, Set Goals & Priorities, Develop IPS, Asset Allocation, Tax Efficiency, Portfolio Rebalancing, Consolidate Accounts

Tax Related Services

Identify Tax Saving and Deferring Opportunities, Future Tax Projections, Recommend Tax Planning Strategies,  Tax Preparation, Help with Tax Issue Resolutions

Here is how our process works

Fee-Only Pricing

We are fee-only, which means we have no conflicts of interest. We refuse commissions, referral fees or any other sort of kickbacks. Our only interest is You! This means that you as the client will always come first and that we will have no incentives beyond providing you with the best possible service.

FINANCIAL WELLNESS - ONE STEP AT A TIME

 

Creating a sense of wellness in your financial life isn’t too different from steps you would take for wellness in other areas. It requires thoughtful planning, meticulous organization, a plan for action, and the discipline to carry it through.

 

In this FREE guide, we walk through seven steps to achieving financial wellness in your life.

 

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