Your Financial Quarterback

Your first call when you have a question concerning any financial matter.

We are a multidisciplinary wealth management firm. Our principals and team members have worked with over 1,000 clients in 48 states and have authored over a dozen books on all aspects of wealth management.

We help you develop, implement, and maintain a comprehensive plan that supports all aspects of your financial well-being and helps you achieve the lifestyle to which you aspire.

ARTICLES

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Doctors

Investing as a Doctor: 5 Tips for Beginners

As a doctor, you dedicate your life to caring for others and positively impacting their…

VIDEOS

employees on zoom call
Webcasts

The New & Expanded Employee Rentention Credit

Nearly all taxpayers are looking for legitimate tools to reduce taxes. The Employee Retention Credit…

PODCASTS

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Wealth Planning for the Modern Physician Podcast

Avoiding and Disarming Legal Landmines

Dr. Jeffrey Segal, a neurosurgeon, attorney and founder of Medical Justice, returns to the podcast…