Financial Planning & Investment Management

As citizens of the United States, we have one of the wealthiest societies in the world and enjoy one of the best standards of living.  However, the reality is that few of us are able to achieve and maintain our lifestyles in retirement. Doctors and dentists are no exception to this rule.  Although they enjoy a rich standard of living, relative to the rest of society, medical and dental professionals have unique challenges in attaining and maintaining financial independence in their retirement years.

Throughour affiliate, The Financial Advisory Group, we offer a wide array of financial services including personal financial planning, investment analysis, estate analysis, income tax planning, contingency planning, and retirement planning.  While many other financial planning and investment management firms earn commissions on the sale of insurance and investment products, our retainer basis ensures that our clients receive advice that is totally objective, conflict free, on a fiduciary basis, and meets individual needs and goals.