Our Circle of Services

We are a full-service wealth management firm that help ensure you, your medical practice, and your family's financial security is protected. We are committed to helping individuals, physicians, and professionals pursue their financial goals. 

 

Full comprehensive review

With each of our valued clients, we meet and provide a full comprehensive review of all areas of financial & insurance planning:

  • Personal Insurance and Asset Protection
    • Medical, Dental, & Vision Insurance
    • Life Insurance
    • Disability & Long-Term Care
    • Homeowner Insurance
    • Condo & Apartment Insurance
    • Auto Insurance
    • Renters Insurance
    • Personal Umbrella
    • Earthquake & Flood Insurance
    • Personal Articles Floater
    • Boats / RV's / & Motorcycles
  • Business Insurance and Risk Management
    • Group Medical, Dental & Vision
    • Group Life, Disability & Long-Term Care
    • Fire / Theft / & Liability Insurance
    • Workers Compensation
    • Property & Office Equipment
    • Commercial Auto
    • Crime policy & Employee Dishonesty Coverage
    • Professional Liability
    • Employment Practices Liability
    • Errors & Omission / Malpractice Insurance
    • Directors and Officers Insurance
    • Pollution/Contamination Insurance
    • Trustee Errors and Omissions Insurance
  • Retirement Planning
  • Tax Planning
  • Estate Planning
  • Saving for College Education
  • Employee Benefits & Pension
  • Review of existing policies & accounts for a second opinion

     

Methodical 4-step approach

Using our methodical 4-step approach, we develop and customize a comprehensive financial roadmap which we will help guide you to achieve those financial goals:

1.     Listen to identify concerns, needs, and priorities

2.     Explore and suggest potential options

3.     Implement the proper solution

4.     Continue to monitor and review on a regular basis 

 

At each step of the way, we explain everything and answer any and all your questions.  We ensure that our clients understand and feel comfortable with how our solutions will help address your financial concerns.