Value Statement

For doctors and dentists who are concerned with their financial future, my firm has the unique knowledge to handle all aspects of the financial planning process. My firm is a full service financial planning firm. Our products and services help our medical and dental clients protect first, fully and forever. We are cash management professionals specializing in everything from asset protection to student loan repayment strategies. Unlike our competition who focuses on meetings needs by using a lot of assumptions and guesses for your financial plan, our firm focuses on your current cash flow and putting every dollar to its highest and best use. Over the past 8 years I have worked with a number of doctors and dentists who have been in the same or similar position as you, if you would like I would be happy to share some of the stories of what we have done for them. I have unique experience dealing with doctors, dentists and their finances and because of that I have the knowledge you can benefit from that others are unable to offer.

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Upcoming Events

At this informative webinar, we'll cover the following: Distill the primary financial statements all businesses operate on into a powerful, yet easy to understand framework of the 7 cash drivers every business leader should know. Show where to find these cash drivers on the financials, how to monetize these 7 cash drivers to increase profit, cash, and business value. Demonstrate how small changes in these 7 drivers make a significant impact over time. Provide access to a complimentary 30-point checklist to stress test areas you may not have realized could bring you greater financial performance. Learn how lenders and investors look at your business from a financial point of view before committing capital
June 20, 2023
10:00a - 10:30a

With so much to handle in our financial lives, figuring out where to begin can be a struggle. With more than 60,000 clients we'll bring you the best of what we've learned in the 5 financial priorities everyone should audition. We'll share the ways we've found helpful to sequence these priorities and why, as well as actionable next steps for finally taking control of your financial future.. We've squeezed a lot of insights into an easy to understand 15-minute webinar.
July 18, 2023
5:30p - 6:00p

With so much going on in our lives, it can be easy to lose track of where our money goes, and it can be equally difficult to balance dollars spent today vs. dollars saved for tomorrow. With more than 60,000 clients we'll bring you the best of what we've learned in how to break this cycle and really make an impact on future savings for longer term goals. As well as actionable next steps for finally taking control of your financial future. We've squeezed a lot of insights into an easy to understand 15-minute webinar.
August 15, 2023
5:30p - 6:00p

Experience Matters

For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

That’s where my firm comes in.

Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.

My personal goal is to provide you with guidance that can help you understand and better define you... Learn More

Office:	(909) 307-4945
Mobile:	(858) 335-4945