We realize that retirement for you may look different than your other peers in medicine. Our clients’ financial situations vary greatly. Some have basic investment accounts and a primary residence; others have multiple accounts, in multiple locations with residential and rental property in other states, along with the possibility of other business interests and complex family dynamics.
You may want us to work as a collaborator, helping you simplify the complexity in an organized picture. You may also want us to serve a consolidator, helping you unravel a more complex financial life than you prefer.
We have found that each client situation is unique and whatever your situation may be, we want you to have confidence in your financial strategy.