Areas of Expertise for Medical Professionals

  • Risk Management: We detail insurance options, focusing on policies that protect medical professionals against disability risks to help ensure financial stability.
  • Wealth Management: Our strategies are aimed at growing your wealth by maximizing tax efficient strategies, for efficient wealth distribution and helping to secure retirement.
  • Comprehensive Insurance Audit: We review your insurance coverage to help ensure your policies are comprehensive and up-to-date so they can protect your financial future.
  • Business Planning for CRNAs (1099 Contractors): For CRNAs operating as 1099 contractors, we offer specialized business planning services to optimize tax efficient strategies, manage business expenses, and help ensure proper financial structuring. Our guidance supports CRNAs in establishing and maintaining a financially sound independent practice.

Areas of Expertise for Aviation Professionals

  • Retirement Planning & Pension Optimization: Strategically plan for retirement with expert guidance on pension optimization and help achieve long-term financial security tailored to aviation professionals.
  • Comprehensive Insurance Review: Thoroughly review insurance coverage to ensure policies are comprehensive and up-to-date, help with safeguarding financial security throughout a pilot’s career.
  • Career Transition & Second Career Planning: Specialized guidance for pilots considering career transitions, including second career planning and financial strategies to support a smooth transition into retirement or another profession.
  • Estate Planning & Wealth Transfer: Expertise in estate planning strategies to efficiently transfer wealth and help ensure financial security for future generations of aviation professionals.