How we partner with you.

As a physician, you face a unique set of financial issues and needs. You typically enter the workforce with significant debt. While your income is significant, this presents a variety of tax planning issues not faced by the average worker. Your income also limits your access to some of the common savings vehicles, thereby reducing your ability to save for your financial goals. In addition to your work as a physician, you are also a business owner, as a partner in your practice and through opportunities to partner in medical centers and real estate.

We can help you discover how to achieve balance among the competing demands for your income through a thorough understanding of where your money goes and where it should go. We can help you evaluate the appropriate use of debt to achieve your goals, identify opportunities to reduce taxes, find more money to save, and coordinate your wealth to work for you.