Overview

My firm specializes in retirement income planing for those 10 years away from retirement through the first 10 years into retirement. Although we focus on doctors and dentist, we will help anyone in that space with a net worth of $1M/$500K investable assets at a minimum. We believe in a balance between insurance (permanent life insurance & annuities) and securities. Based on retirement research, this is one of the best ways to extend the portfolio and bring reassurance to the client. We are actively seeking books of business to scale our firm. We have clients nation-wide and are led by accomplished advisors. If you are thinking about a succession plan or would like to sell, we would like to speak to you.


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6 months or more

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