Financial Growth for Medical Minds

We run a financial planning practice that helps dentists, physicians, pharmacists, nurses, and other healthcare pros manage their money and plan for the future. My team and I work with 400+ clients across the country, offering advice on things like retirement, investments, insurance, and loan planning. We understand the unique financial challenges with higher income planning.

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University of Michigan and Detroit Mercy

Our team works with graduates from University of Detroit Mercy and University of Michigan Dental Progams. From the 2000-2024 classes, we have clients in every class. 

From the specialist programs, to general dentistry. Our work is always applicable to all stages! 

We also work with students from University of Indiana, Ohio State Univserity, Harvard University, New York University, and The University of Iowa.  

Boost your financial knowledge.