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The Physician
Years of preparation and hard work have positioned you to practice your passion and touch lives.
Along with the unique place you hold in your community, being a physician often comes with unique financial characteristics as well because of the cost of educational debt, high income potential, tax and liability challenges along with the planning variances that come with being either an employee physician or owning a private practice.
We've worked with physicians from a range of backgrounds and practice types. We'd be honored to put our expertise to work for you as we help you explore the financial opportunities best suited to your goals.
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BUSINESS
PLANNING
PERSONAL WEALTH
STRATEGY
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RETIREMENT INCOME PLANNING
ESTATE & LEGACY
PLANNING
Planning Centered Around You and Your Goals
We Help you Navigate the Stages of Life
We Understand the Financial Aspects of Private Practice
7 questions to ask a financial professional
Finding the right financial professional can feel daunting. Whether you find potential financial professionals via a referral or your own research, asking them these questions can help you determine if they’re the right fit for you and your finances.
10 Ways to take the stress out of tax season
It’s nine o’clock on April 14, and Angela V. has hit a snag. She’s been plugging data into her tax preparation software for about half an hour when she realizes she’s missing a 1099-DIV form. Her anxiety rises since it’s too late to call anyone, and she can’t find it online. She feels a headache coming on.
4 Key strategies for maximizing your retirement contributions during tax season
Are your retirement contributions paving the way to a secure financial future or leaving you wondering where you went wrong? Explore the following strategies for maximizing the power of your retirement contributions before tax time arrives.
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