Broker Check

Physicians & Healthcare Providers

As a Physician, Surgeon, Dentist, or Healthcare Provider it is vital to growing your practice and private economy while protecting your most valuable asset – yourself and your ability to earn an income. Medical professionals’ commitment to their practice often means working long hours and spending most of the time taking care of others more than themselves. We are committed to adding value to your practice, minimize taxes and liabilities, maximize cashflow and savings as you grow or optimize your business.

How do I ensure my financial foundation for myself, my family, my partners, employees and/or my practice?

How do I efficiently grow my cashflow, investments, practice, income, and then perpetuate my wealth and legacy?

Are you paying more than you care for in taxes? Are you obtaining the highest level of tax deductions for your practice and/or yourself?

Adding Value for Physicians & Healthcare Professionals

  • Executive Benefits & Deferred Compensation
  • Key Employee Benefits & Retention Instruments
  • High Limit Disability & Business Overhead Expense
  • Employee Benefits (Health, 401K, DB, Life, DI, LTC, and Needle-Stick)
  • Establish a Solid Financial Foundation
  • Asset/Income Protection Strategies
  • Disability (Multi-Life Discounts)
  • Defined Benefit & Pension Programs
  • Risk Management & Estate Planning
  • Investment Planning
  • Advanced Tax Saving Strategies
  • Legacy & Wealth Transfer Planning
  • Trust & Sale or Succession Planning