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Products and Services

Financial Strategies

  • Transition to Residency
  • Transition to Medical Practice
  • Cash Flow and Budgeting
  • Student Loan and other Debt Management
  • Comprehensive Financial Planning
  • College Planning
  • Retirement Plans
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Tax Strategies
  • Tax Loss Harvesting
  • Rebalancing and Reallocation
  • Retirement income and Wealth Replacement 
  • Estate Planning
  • Legacy Planning

Investments

  • Professional Asset Management
  • Common Stocks 
  • American Depository Receipts (ADR)
  • Concentrated Position Solutions
  • Money Market Funds
  • Short-Term Liquidity Strategies
  • Corporate Bonds
  • High-Yield Bonds
  • U.S. Treasury Bills, Notes, and Bonds
  • General Obligation Bonds
  • Revenue Bonds
  • Separately Managed Accounts
  • Exchange-Traded Funds
  • Mutual Funds

Insurance

  • Own Occupation Disability Insurance
  • Life Insurance
  • Long-Term-Care Insurance
  • Risk assessment 
  • Group Benefits

Business Planning

  • Exit Planning
  • Succession Planning
  • Executive Compensation Planning