Financial/Retirement/Estate Planning for physicians, business owners, closely held corporations(employee benefits) & high net worth families.
Offering various investments, Life/Disability/LTC/REITS/BDC etc. products, as per the client's suitability. Also specialized in 401-k, Profit sharing DB plan designs, implimentations & administration. Hope to find well qualified successor, who can bring new business, as well as eventually take over my practice.