Specialization: Medical Professionals

From the minute you finish your residency, fellowship or dental school your thoughts and focus can easily and quickly turn to the income potential you’ve worked so hard for.  All of the years of studying and hard work have finally paid off, but then, the thoughts and concerns of loan repayments, savings, buying a practice, income taxes are all of a sudden very real.  And yet still, you wish to start a family and enjoy the lifestyle your profession will afford you.

This is where having a financial partner, like myself, can help you navigate the options, concerns and opportunities, to find solutions that are custom tailored to your short and long-term goals.  Our team can work with you whether you’re just starting out, finally finding your stride or planning to embark into the next chapter of your life.

Areas of Advice: 

  • Fee Based Planning
  • Debt Repayment & Cash Flow Strategies
  • Retirement Planning
  • Investment Analysis, Income & Asset Protection
  • Business Succession
  • Employee Benefits