- Niche Professionals
Our firm works with a wide variety of professionals. We understand the complexities of your professions and are here to help. We serve:
Common Financial Challenges:
At some point in your career, you’ll have a very high annual income. A high income means higher taxes; we’ll make sure that every aspect of your financial life is working together to save you more.
Debt can sometimes be a necessary evil when starting a business or pursuing higher education. We can assist you with debt repayment analyses and build it into your complete financial plan.
Market risk is a given, but you also need to prepare for other types of risk. We can help you review your life insurance and business entity formation to separate your personal life from your business life.
An above average income is a head start, but still requires cash flow analysis. We’ll help you with a budgeting plan to ensure you’re not living above your means.
Dentists and doctors typically have shorter timeframes to save for retirement due to the extra years of medical training. This means that planning for retirement is even more crucial and needs to begin right away. We can help you create a retirement savings plan and monitor it to make sure you’re on track.