Broker Check

Professionals & Business Owners

Medical Professionals & Executives

Many of our clients are successful doctors, attorneys, or high level executives that face more complicated financial issues than others. We enjoy serving this market because we have found these clients to be driven and to understand the importance of working with a professional. We help our medical professionals and executives answer some common questions that include:

  • Should I aggressively pay off my student loans?
  • What strategies can I utilize to reduce taxes, either now or in the future?
  • What unique benefits do I have and how should I plan for these?
  • How can I protect my assets from lawsuits?
  • Where does my company’s merger or acquisition leave me?'

Business Owners

We understand how complex and detailed it can be to run a successful business. Our goal is to alleviate some of your stress so you can focus on what you do best — managing your business. We can help answer many of the common questions business owners have, such as:

  • How can I lower my taxes?
  • How can I reward and retain my best people?
  • Why is it important to work with a professional when setting up a corporate retirement plan, such as a 401(k) or 403(b) plan?
  • What benefits should I offer?
  • How can I manage my cash flow?
  • How do I start to develop a succession plan?
  • Should I sell my business and when?