Protecting income is one of the primary risk management tools used by physicians. Since, Specialty Specific Disability Insurance contracts vary greatly, it is extremely important to have a contract that protects you not only as medical professional, but also in your specific medical specialty. You do not want a contract that will not pay in the event you can work in any other occupation. We can help design a plan for you.

Physicians typically have many financial obligations by the time they transition from training to practice. Those in practice often have responsibilities not only to their families, but also to banks, partners,  and philanthropy. Life Insurance is a solution that many use, to prepare for catastrophic events. We can show you many cost effective ways to design your life insurance solutions and provide product education.  

Long-Term Care is considered “Extended Care” and this planning involves plans to fund home care, adult day care, assisted living, and skilled nursing-home care. Our strategies look at each physician's individual situation to provide financial strategies looking at the whole picture as not one solution fits the needs of all. These plans will allow you to choose the life you want, to live at any stage of the aging process with dignity.