We are proud to serve the members of the following associations:
We bring a wealth of knowledge and experience regarding the financial services needs of specialists, dentists and physicians who are currently in practice.
As an emerging practitioner – a year or more in practice – you will have settled into your new career and may have questions around buying a practice, setting up a retirement plan, and protecting your income.
As an established practitioner – you may seek advice regarding suitable savings vehicles that are both tax-savvy and will help you meet your longer term goals. You may also need assistance with setting up benefits plans for yourself and your employees.
We can assist with:
- Income protection strategies
- Professional liability insurance
- Buy/sell arrangements
- Business owners coverage
- Business overhead expense
- Home and auto insurance
- and much more
Contact us for more information.