Who We Serve:
Healthcare Professionals
You’ve dedicated your life to taking care of others.
Do you spend as much time caring for your own financial future?
Let’s focus on you.
If you’ve found our page, chances are you’re here by referral from one of our existing clients that works in healthcare. Or, maybe you’re here because you were searching for financial advisors that serve doctors, nurses and physician assistants.
Whatever the case, we want you to know that we understand how valuable the following two things are to you: trust, and time.
Your time is in short supply and your trust is often taken advantage.
We will respect the former and never do the latter.
The elephant in the room
Doctors, nurses and physician assistants are some of the most heavily marketed to professionals by financial companies in the United States. If you work in healthcare, you can’t walk down a hallway, check your e-mail, or walk into the breakroom without catching wind of another “free” seminar put on by a bank, brokerage firm or wirehouse hoping you’ll sign up for their services.
We love working with healthcare professionals. (The name of our firm is no coincidence.) What we won’t do is go around to hospitals and hold free seminars in hopes of selling you something.
Would you perform surgery on yourself?
If not, think about asking for some help when it comes to your finances!
If you’re a nurse, doctor or physician assistant (or any other profession for that matter!), and feel like you could benefit from speaking with us,
we welcome you to reach out for a consultation.
Our number one goal is to make your financial life easier,
so if you are serious about financial success, let’s chat!
Who We Serve