About Us
Advanced Planning and Customized Retirement Solutions for Physicians & Entrepreneurs
We believe in a simple, transparent and straightforward approach. Our Approach helps clients Free Up Time, Maximize Tax Strategies and Maintain a Healthy Financial Balance in lifestyle.
Our Vision
To provide comprehensive planning solutions that integrate personal, business, and family ambitions using our competence of helping Physicians and Entrepreneurs who are open, coach-able, and intentional about improving their balance sheet. We do this in part by working with your CPA and Advisors for continuity and uniformness. Through education and the latest tax updates. our goal is to help design and execute strategies that focus on accumulating, distributing, and preserving the wealth you create throughout your life. Ultimately, we want to help you free up the time necessary to live and enjoy life the way you imagine it should be.
Potential Clients
Strategic Relationships
We work with our clients to develop comprehensive tax and financial solutions that focus on their personal and professional goals and objectives.
Our process helps you develop a strategic plan. "It's not what you make on your money; it is what you ultimately get to keep." Whether you are selling your practice, saving for retirement, funding a child's education, or participating in more advanced financial strategies (such as charitable tax-planning), we help you get the confidence and financial stability you are seeking.
Planning for You
Personalized and Family Planning
Planning for Your Practice
Succession and Successful Practice Planning
Planning for Business
Succession and Successful Business Planning
How We Work
Long-term planning objectives, innovative solutions, and service have helped us yield lasting relationships.
Our mission is simple: to keep your money where it belongs by using updated strategies that adapt with you and the ever-changing environment in which we live.
Organize: Phase II
Many of our clients have worked with financial professionals or have implemented financial products in the past. We find that over time, however, people often outgrow or forget their old plans. With insight and education, we take your existing plans and organize them into one easy-to-use system while also performing a financial audit to evaluate inefficiencies or over/underexposure to risk, liability, taxes, and financial conditions.
Understanding: Phase I
Understanding whom you work with is critical, so we take time to get to know you, your goals, and your long-term outlook. Times are always changing, and we want you to understand our background, experience, and knowledge so you can feel comfortable working with us. We want to eliminate your concerns and make sure that what we offer aligns with what you want. On top of this, we incorporate an information-gathering process to help guide us towards organization.
Follow Up: Phase IV
Every plan needs constant fine-tuning in order to stay relevant with all of life's many changes. We take care of this by reviewing and updating your plan for the life of our relationship.
Implementation: Phase III
Once you are satisfied with our findings, we help you develop a plan that will help maximize your financial wellness.
