Know What Your Next Move Is

Smarter Decisions for Your Money

You've invested a lot of time, money, and energy into your career. The education, training and long hours leave no time to know how you navigate life financially. It's unsettling because, in your career, you almost always know what your next move is. Your finances are different. You don't know the ins and outs because you haven't spent your life studying them. Our Team is here to help navigate your planning process.

couple looking at computer drinking coffee

There’s Information But Not Direction

Like a patient on a health website, you go down rabbit hole after rabbit hole, confusing yourself more and learning less. There is a significant difference between going on a health website and talking to a physician. It's the same with your finances. 

We have worked with hundreds of physicians and dentists, and Brad is a CERTIFIED FINANCIAL PLANNER™ Professional.

Physicians and dentists can feel targeted by the wrong people because they have the resources but lack the time to focus on their money. If you're like your colleagues and our clients, you want to ensure this stuff is done right with someone you can trust. The best place to start is to have a plan built with only your interest at heart.

Family meeting with doctor

Here’s How It Works

  1. We ask a lot of questions to start. It's the most critical part and often the most undervalued. It gives you clarity around what you want, and few people have spent time doing it.
  2. We create a financial plan that includes a risk assessment, recommendations to hit goals, identifying gaps that may impact your finances, and an implementation schedule 
  3. You decide what makes sense. We collaborate on the essential things and delegate the rest to our team. From there, we rinse and repeat on a consistent basis. 

Like life, plans change.

You Deserve Transparency, Collaboration, and Independence

Our approach is direct and open. We tell you everything because it's your money. We walk beside you to see what you want instead of telling you what to do. We’ll breakdown everything you are doing including how we are compensated. In the end, it's all in your hands. As with our current clients, we can't and won't force you to do anything. The option is yours if you're going to work with us.

Get your time and freedom back. 

Planning is about true financial freedom, not restriction. Once you have a plan and implement it, you can spend your money and time how you want. The days of worrying about what you are doing with your dollars are over.

A business meeting around a table.

We Specialize in Helping Physicians and Dentists

The uniqueness of the career path creates unique challenges when it comes to your finances. By having a plan, you can maximize your dollars and ensure they are leveraged in the most efficient way possible. 

Residents & Fellows - You know the importance of making the right financial decisions at the beginning of your career, but practicing medicine and mastering your specialty is difficult and time-consuming enough. We are here to help.

Mid-career Physicians - Whether you work for a large healthcare system or are in private practice, we understand your busy schedules and unique financial needs. Balancing a growing career and family takes tremendous time and energy, leaving little for your finances. So focus on the first two, and we'll help with the rest. 

Retiring Physicians - Our approach to retirement planning is designed to help you get to—and through—retirement with greater financial confidence, so you can relax knowing you have a road map to achieve your goals.

Get a Financial Plan That Prioritizes Your Priorities

I'll guide you through each step so you'll feel confident that you can do the things you've always wanted to—without having to worry if you can. See how we'll get it done below:

Close up of mother and father kissing baby's cheeks

  • Look at where you are today

    Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.

  • Identify where you want to go

    Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.

  • Put together range of options to get you there

    Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.

Boost Your Financial Knowledge

My Areas of Expertise

Financial Planning

Disability Planning

Advisory Services

Retirement Planning & Income Strategies

Insurance Protection Strategies

Education Planning & Funding

Multigenerational Planning

Estate Planning

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4