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Over 30% of our clients are physicians, so we have expertise in solving your unique challenges.

Key issues we help physicians with include:

  • Minimizing your tax burden
  • Consulting on cash flow and debt management, including student loans
  • Saving for ever-rising college costs
  • Managing investments in an evidence-based manner
  • Evaluating insurance needs in an unbiased manner (we don’t sell insurance)
  • Analyzing employed vs. locums work
  • Coordinating with your CPA, attorney, and other advisors
  • Leaving finances to us so you can focus on family and career

We know how hard you've worked to become a successful physician, and how busy and stressful the job can be. Our mission is to take the worry off your plate and give you confidence in your financial future.