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Financial Organization

We begin each new client relationship by helping our clients get financially organized. To accomplish this, we utilize The Living Balance Sheet®. The Living Balance Sheet was designed to uncomplicate finances and help plan for the future. Clients can view a clear snapshot of all their accounts and assets, in one secure place. Better still, we can simulate different scenarios to understand how decisions clients make with their money now can impact the future. A few easy changes can help build a prosperous financial picture down the road.

Asset & Income Protection

The ability to earn an income is the driving force behind your financial future. How much insurance do you need? Do you have an estate plan? Will your family be okay if something happens to you? We address all of these concerns and make sure you’re protecting everything that matters most to you.

Saving Strategies

We fully believe our clients have the most financial success when they’re saving 20% of their income. We know this may sound like a lot, so we work with you to make incremental increases that fit your lifestyle. Together, we develop a savings strategy that works for you.

Education Planning

Do you want to save for your children’s education? We work this into your savings strategy.

Tax Planning

We examine the tax impact of your financial decisions so you can make choices with confidence. We help you minimize your tax burden so you can keep more money in your pocket.

Debt Repayment

The average student loan debt for medical professionals is almost $200,000. This amount of debt can be overwhelming, to say the least. We prioritize debt repayment and develop a strategy to help you eliminate it.

Investment Guidance

We use your financial plan and risk tolerance to select investment solutions and asset allocations that help you accomplish your goals.

Retirement Planning

We work with our clients to develop a strategy for creating retirement income in the most efficient way possible while addressing and minimizing risks such as longevity, inflation, health concerns, and market volatility.