Jacob Culton

Each of us has a different vision of what it means to be financially secure, and your vision is likely to change throughout your lifetime – starting your career, starting a family, educating your children, and entering retirement.  Jacob and his team can help you create a personalized financial plan that has a firm foundation in your beliefs and aligns with your vision for the future.

But achieving financial security takes more than creating a comprehensive plan; you also need to take action on your plan, evaluating and adjusting it continuously over time.

Jacob and his team specialize in comprehensive planning for forward thinking medical professionals, military officers, real estate professionals and small business owners. They help their clients manage their competing goals to bring clarity to the steps to take today to help ensure those goals become their reality. They inspire their clients to take decisive action on those steps—Growing wealth, mitigating risks, and managing tax-efficient strategies within their financial plan.

Physicians and Entrepreneurs

Specializing in helping physicians and entrepreneurs think through ideas and strategies unique to them:

• Managing student loans
• High income tax strategies
• Overcoming shorter time horizon to save for goals after residency or opening a business
• Strategies during lower income periods:
  • Residency
  • Fulfilling a military commitment
  • Buying into a private practice 
  • Starting a business
• Strategies for growing and maintaining real estate holdings 
• Structuring long-term disability for specific medical practice 
• Efficiently running a private practice or privately held business
• Private practice exit strategies