Areas of Expertise

Largely through word of mouth, we have developed sizeable client bases among both university professors and medical doctors. Through the years, we have learned about the unique planning issues faced by both professions.

University Professors

University professors have always made up a sizeable portion of our client base, and over the years we have learned a great deal about how to serve them best. We understand that professors are truly unique people, motivated by unique things.

We also have deep experience with the planning issues unique to professors. We can help with navigating the ins and outs of the benefits and compensation structures offered by universities. Most importantly, we help professors understand and maximize their vast human capital. We help them optimize their various income streams, which may include, in addition to their normal salaries, book royalties, patents, expert witness opportunities, consulting opportunities, grants, and more. These multiple income streams can generate valuable tax and retirement savings opportunities for those with the right information.

Our work with professors has garnered us national recognition within our field. We have been the subject of a number of articles, and we are often invited to speak at advisor conferences about our experiences in this niche market.

Medical Professionals

Contrary to what a lot of people think, medical professionals do not have it easy. Beyond the elevated stresses they encounter in their jobs, these professionals face financial stresses as well. Those in private practice are grappling with succession planning, retirement plans for their staff, and the uncertainty of future earnings due to Medicare and the insurance companies. Even those working as an employee or part of a practice face the pressures of liability and disability risk.

In light of all of these stresses, we find medical professionals really appreciate our comprehensive approach to serving them. We can help with all of the issues mentioned above. By removing some of the financial stresses from their lives, and by being a partner they can really trust, we allow them to enjoy their wealth more fully.

Medical professionals often find our relationship particularly refreshing, given their experiences with other providers. Unlike others, our fee-only structure means we work for them only. We are not trying constantly to push products and investments. They need to know their advisor is unbiased and always on their side.