Broker Check

Why We Work with Doctors

From Travis:

My dad was a solo practitioner dermatologist and my mother, his office manager.  Growing up, I did many of the odd jobs in the office.  For our family, the family business was medicine and it was natural for me to gain an insider’s perspective of the business side of medicine.  I understand your unique challenges.  A few examples: (a) dropping reimbursements – I first realized this in the 90’s when I was imputing payer reimbursement rates for each procedure code in my parents billing system and saw them going down every year; (b) an accidental needle prick – as a young boy I personally lost sleep when my dad accidentally pricked himself after giving a patient a shot; (c) considerations of using a new medication or procedure – this was literally our dinnertime conversation.

I certainly don’t know all that you’ve been through to get where you are in your career.  What I do know, I very much respect: all your work, your experiences, what you’ve witnessed, and also your call to serve.

Our Mission

Our mission is simple: to help doctors position themselves for success.  Our business has been built to help doctors.  We believe you've worked hard and sacrificed much to get where you are and we have tremendous respect for what you do.  

Our Work With Doctors

We know that as a doctor, you are incredibly busy and may not have much time to manage your finances. Your demanding lifestyle requires a trusted advisor to help protect your assets and manage your wealth. We have experience working with physicians and can help break down the complicated and time-consuming process of financial management.

We understand the unique challenges and opportunities facing today’s medical community. We help you respond with customized plans to manage your financial health. Just as a doctor examines a patient, makes a diagnosis, and recommends a course of action, we take the time to listen to your concerns, implement a plan to pursue your goals, and monitor your progress regularly.

Our Clients

Have limited time to focus on financial issues, due to demands of their medical career

  • Realize the importance of implementing a long-term financial strategy
  • Value our professional experience and services
  • Appreciate the efficiency of consolidating financial matters with one advisor
  • Are interested in tax-reduction strategies
  • Want to maintain their standard of living in retirement
  • Want to preserve their assets for family or heirs
  • Most important: Require a dependable and honest relationship with a Financial Advisor