Medical & Technology Professionals

Do you work long hours and place a high value on leisure time? Is your money working as hard as you do? Looking for advice on investments including your 401K, company stock plan, stock options, bonuses, and company benefits? Would you like a second opinion before making large financial commitments? Here are some of the tools, products and services that we think will be useful to you:

  • Financial Planning as comprehensive or simple as the situation demands.
  • Hourly consultations.
  • Consolidate accounts with brokerage accounts to diversify holdings beyond what is typically offered with employer retirement plans.
  • Access to a full range of investments options – individual stocks,  preferred stocks, mutual funds, exchange traded funds, tax-free municipal bonds, corporate bonds, government treasuries and certificates of deposit.
  • Online meetings and reviews.
  • Encrypted technology to share documents and files.