• Specializing in the unique financial needs of the medical community
  • Personalized financial solutions
  • Wealth management & asset protection
  • Helping physicians, their practices, & their families since 1999

News Items

The New Face of Retirement Planning

Retirement these days just isn’t what it used to be. A generation ago, many Americans spent their golden years pursuing mostly sedentary activities like fishing or golfing. Today’s retirees are redefining this phase. Retirement now often means traveling the world, giving back to the community through volunteer work or starting a little business. But can these activities be financed with today’s escalating retirement bills? Continue reading


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