In 2013, I opened Medical Wealth Management as a separate practice that focuses on the unique financial advisory needs of healthcare professionals.

I spend substantial time and effort gathering information about our clients so we may recommend a specific financial plan for the healthcare professional and his or her practice or business. The plan may contain a defined benefit or defined contribution retirement plan, a non-qualified deferred compensation plan, or other strategy aimed at enhancing long-term income and decreasing current tax liabilities while planning to replace income when the practitioner retires from the profession.

Services may include: 

•  Financial Planning

•  Succession Planning

•  "Key-Man" Life protecting Partners in Businesses

•  Estate Planning

•  Retirement Planning including Deferred Compensation and other tax advantageous strategies

•  Investment Planning

LPL Financial and Medical Wealth Management are unaffiliated entities.