We offer Comprehensive Financial Planning using a Program That Delivers Savings and Peace of Mind. We specialize in helping Physicians, Dentists, and Healthcare Professionals "Build Wealth Through Knowledge™". If you've thought that you would love to have a financial planner, start now. This program delivers savings and peace of mind that far exceeds its cost. Work with us on a comprehensive basis to guide you to financial freedom. During the initial year of our partnership we meet six to eight times to create and implement the plan. Naturally, pressing needs may be addressed first but our general process includes: • Goal Setting • Money Management and Spending Plans • Tax Preparation and Planning • Portfolio and Real Estate Analysis • Investment Strategy and Implementation • Insurance Analysis and Review • Estate Planning Review • Retirement Planning • Strategic Business Planning • College Funding and Education Planning