From One Professional to Another

You are a highly trained, highly skilled professional in your field. We understand the financial issues you face and why it’s more important than ever to make smart financial decisions to prepare for the future. You can rely on us to provide personalized guidance to manage and protect your hard-earned wealth.

Insurance Planning

As your income and wealth increase, your risk may also rise.

Adequate insurance can help protect you, your assets, your goals, and your family from the potential pitfalls and obstacles that can derail your progress toward your financial goals. If your income or wealth has changed, you may need to adjust your insurance coverage. We can help you review your coverage and plan for adequate insurance.

Cash Flow Analysis

The first step in cash flow planning is to examine where you are spending your money. Cash flow analysis involves tracking your spending and then analyzing the results. With this information, we can identify opportunities for improving your cash flow and optimizing your resources, such as by changing your tax witholdings.

Investment Planning

No two patients have the same medical needs, and no two clients have the same legal needs. Likewise, no two investors have the same financial needs. Investment planning should be a personalized experience. Take advantage of our perspective to help put you on the path toward your dreams.

Your Needs

You have different goals, desires, risk tolerance, and philosophies. We get to know you so that we can build an investment strategy that works for you.

Our Experience

We use our decades of experience in the financial services industry to create a plan that is personalized to your objectives.

Business Planning

Running your own business or practice requires a level of financial experience and understanding, in addition to the professional skills that you already possess. With our years of business and corporate experience, we know the needs of professionals and business owners and we can help you understand the financial implications of business ownership. We will help you plan for the future of your business and its growth.


Estate Planning

Ideally, your money will last longer than you do. This will create an estate: a legacy of wealth that you can pass along to your heirs or to charitable or philanthropic ventures. Estate planning allows you to clearly state your intentions for your estate so that your wishes will be honored after you are gone.

  • Estate planning may lessen the burden of taxation and debt on your heirs.
  • Proper planning can reduce the legal and financial burden of inheritance through wills and probate. We collaborate with your attorney and other professionals to help create a comprehensive estate plan.
  • We understand that estate planning can be deeply personal and emotional. We provide extra time, attention, and compassion to help you understand and process through these difficult decisions.

Helping You

Let us know how we can help you reach your financial goals.

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Individual Financial Services