You have been in practice for a while, and you are inevitably busy with career and family. You may have been so focused on the day-to-day that your financial plan needs updating—or perhaps you never started one. Either way, we will help you refocus and craft a plan that fits with your current and future needs, including retirement, selling or phasing out your practice, managing your risk, and sending your kids to college. With a strategic financial and investment plan in place, we help you get—and stay—on the right path.
- How does a colleague’s buy-in or buyout affect my retirement plans?
- How should I fund my children’s college education?
- Are my spouse and I saving enough to retire comfortably?
- Does my current insurance adequately protect my family and livelihood?