Foundations & Endowments

A financial plan serves as the foundation for your future. Our team is experienced in working with the distinctive financial requirements of physicians, physician assistants, and their practices.  The fee-only financial plan created for you can include:

• Pre- and post-retirement planning

• Debt repayment planning

• Premature death, disability, and long-term health event modeling

• Life, disability and/or long term care insurance analysis

• Estate planning

• Income tax mitigation modeling

• Portfolio evaluation

• Education funding strategies

Corporate Accounts

We help our for-profit corporate clients invest company assets according to their long-term goals. Your goals could be capital projects, succession planning, or buy-outs and mergers.

Our Approach

• We start by identifying your corporate goals.

• We find the appropriate level of risk with company decision makers.

• We manage your assets based on your investment objectives which dictate your allocation and time horizon.

• We offer account review meetings for decision makers annually, and more frequently as needed.

Limited Liability Corporations

LLC's may make sense for a client who would like to reduce personal liability by holding certain assets in an LLC, or who may utilize an LLC for tax planning purposes. As part of our planning process, we can help determine if an LLC might make sense for a client, or if an existing LLC structure continues to be the most logical company structure.

If your LLC holds equity and fixed income investment assets, we can help manage those assets in an appropriate investment objective to meet the guidelines set by the members.

Our Approach

• We ensure that an LLC is and remains the best structure for your business.

• We confirm the goals and risk tolerance of all owners, members, and/or other interested parties.

• Then, as with all our corporate accounts, we'll manage those assets according to the assigned investment objective.