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Physicians

Physicians

Values of medical practices have plummeted over the past several years. Managed Care and reduced Medicare reimbursements have impacted the income streams of the medical industry. You can no longer rely on the sale of your medical practice as the primary means of your retirement.

We provide financial planning advice to physicians by developing strategies to protect the families and other owners in the event of death or disability. We can provide retirement planning along with retirement plans so the physicians do not have to rely on the sale of the practice to retire.

Who We Serve