Most medical professionals face unique financial challenges. They often begin their investment journey late due to the lengthy education and training periods required. This loss of time makes careful planning and the use of strategic tax-efficient investing strategies, and specialized investment vehicles like cash balance plans uniquely important. Medical professionals also have unique insurance needs. As an example, I encourage all my clients to consider own- occupation disability insurance, which safeguards your ability to receive income if you are unable to do your job (rather than only paying if you cannot do any job).

Our needs are unique – you deserve to work with someone who understands them firsthand.