We help our clients determine the best and most cost-effective course of action for them to live with peace of mind in retirement.
Our personalized financial planning services provide direction and meaning to most financial decisions. They allow someone to understand how each financial decision made affects other areas of their finances. By viewing each financial decision as part of a whole, an individual can consider the short- and long-term effects on their goals and prioritize accordingly. One can also adapt more easily to life changes while feeling secure knowing that your goals are on track.
For those who may not fit into our traditional services model because you are in the earlier stages of your accumulation phase, we provide a proprietary investing and planning strategy designed specifically and efficiently to fit your needs and budget.
We go through many stages in our lives. Some are organic and typical and some are unexpected. These life transitions can come with emotional, physical, psychological and financial challenges. Our clients have a coach to help them identify, address and resolve the financial and organizational challenges they are facing through their transitions so that they can focus on themselves.
You are an expert in your field. You should not expect yourself to also be an expert in wealth planning. With a constant barrage of advisors seeking your business, it is overwhelming and frustrating to find an advisor who understands your needs as a physician.
We understand the cost of running a practice, medical student loan debt, and how to assess the particular risks you face as a physician. We evaluate your wealth holistically and we can address many of the questions you may have about timing, paying off debt, insurance requirements and planning for your future.
We have helped many physician clients define, implement, and execute a long-term wealth plan that is unique to every individuals circumstances. While many advisors claim to understand the planning needs of the medical community, we have a proven track record of providing advice and partnership for over a decade.
Executive bonus, compensation, and other income incentives plans
We can help you assess different compensation plans to maximize income potential while minimizing income taxes associated with long-term windfall earnings. We can help negotiate better terms by helping you understand the full tax implications of any compensation plan offered or considered.
Whether it’s Stock Options, Incentive Stock Units, Employee Stock Purchase Plans, or Golden Parachutes, we can help you understand the unique implications of your equity incentive plan and develop strategies to maximize their benefits taking into consideration the unique tax implication they can have.