Broker Check

For Practicing Professionals

We don’t profess to be experts in medicine or the law. We assume you don’t profess to be an expert in personal finance.

Are you a doctor, lawyer, CPA, or other practicing professional?
If you have completed years of training in order to practice your profession, you will appreciate the services of a specialty advisor. We have chosen to specialize in financial planning for professionals like you, because we know that you might not have the time, energy, expertise, or inclination to manage your personal finances alone.

We take a collaborative approach
You may already have some planning in place –that’s wonderful. We can work collaboratively to evaluate the financial programs you already have in place and assess what needs to be done to address any gaps in your financial picture. Should you wish for a more comprehensive review, we can certainly do that, too.

A partnership that’s all about you
Regardless of how you choose to work with us, you will always be in charge. Think of yourself as the CEO of your future, and consider us the CFO who can advise you as to the best way to get there. Ultimately, the more you delegate to an experienced partner (who can also hold you accountable), the more time you will have to do the things you really want to do – like spending time with your family, pursuing your interests, or even working.

Contact us today for a no-obligation consultation.