We’ll translate your current and desired lifestyle into concrete numbers so you’ll understand just how your decisions now will impact your personal milestones.
By understanding your numbers and establishing your plan, you’ll gain peace of mind knowing your finances are secure— today and in the future.
Equipped with a skillset to navigate your financial journey, you’ll be able to make your daily decisions with confidence that your family and legacy will be protected, no matter what life may bring.
We partner with you on a detailed and completely individualized path that unifies your physician finances encompassing risk management, insurance planning, taxes, wealth management, and retirement and estate planning.
Each stage of your career presents specific challenges and opportunities. You also have a unique set of circumstances, needs and goals. We work with you to develop a holistic financial roadmap completely tailored to your current and future lifestyle.
Busy building your career and family? The financial decisions you make now are the most crucial for determining what your future can look like.
We’ll give you data and insights as we build out your physician lifestyle plan to help you pay down debt, fund your children’s educations, and save and invest wisely.
As your career and family grow, we’ll continue handling the time-consuming orchestration of your financial picture.
We’ll work together to establish the best physician investment and tax strategies for you, plan college funding for your children, re-examine your financial plans in the event of divorce, prepare for retirement on your own terms and establish a long-term care funding strategy.
Thinking ahead to the details of your retirement? We’ll help you prepare for physician retirement on your own terms.
In short, we establish a retirement income strategy, ensure you have sufficient long-term care funding, and construct estate plans that enable you to pass on your legacy to your family and causes in the most effective manner.
Looking to the future often means thinking of your children and grandchildren. We can partner with your entire family to ensure your generational well-being.
Estate planning and wealth management at this stage often include inheritance planning, gifting and other strategies that ensure your spouse is provided for as you wish while your descendants and causes receive the legacy you desire.
Pediatric Emergency Medicine
I’ve never found anybody who I could trust, stay connected and provide insights that delivered until now. Rocky and Rich’s
level of attention and genuine interest in building this great relationship is unique compared to other folks
I’ve worked with.
What Sets Us Apart
We’re here to partner with you to ensure your comprehensive well-being for the long run.
Schedule a convenient time to speak to our team of financial planning experts