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Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Locum Tenens & Health Care

Locum Tenens & Health Care

Physicians & Locum Tenens have very special needs when it comes to understanding, planning for and structuring their employment and income opportunities.

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Legal

Legal

We understand the financial and tax complexities for law firms and other legal service providers.

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Small Businesses

Small Businesses

We work with small business owners every day to help them plan their financial lives and maximize the overall value of their companies.

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Helpful Content

Data Thieves from Outer Space

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.

When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.