Medical Professionals

We offer comprehensive financial services to medical professionals at all stages in their careers.  From residency to retirement, we develop specific strategies that address the unique issues and opportunities that come with your professional.  Our consultative approach has many parallels to being a physician.  We take a detailed history, do an in-depth examination, and recommend solutions that are customized to your circumstances and goals.

For physicians:  Medicine is a challenging and changing profession.  The same is often said about wealth management.  Within our team we have the expertise to develop a carefully crafted plan.  We are also supported by a team of specialists with knowledge in a wider range of topics important to building and preserving your wealth including:

  • Investment management
  • Asset, life and income protection
  • Business succession planning
  • Retirement income generation
  • Estate planning

For residents:  Time, money, sacrifice and dedication.  You have put a lot into accomplishing something few can do.  And now it is time for all that hard work to begin to pay off.  Let us help you get off to the best financial start possible.

  •  Risk management and protection:  From life and disability insurance to protection for your home, auto and property, we can develop specific strategies to meet your needs.?
  • Savings and capital accumulation:  We can help you begin to build a pool of funds to pay down student loans, buy a car or house, and save for retirement.
  • Wealth accumulation:  Once you move into your strong earnings years, it is important to have a plan to save and invest for you long-term goals, such as retirement and educating your own children.  We offer a variety of ways to help you plan for the future you want.

 

 

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC.  www.SIPC.org

CRN202002-226697

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