A Financial Services Firm That Specializes in Working with Physicians

Whether you are in training, or have been out in practice for years, having a financial plan is an essential component of your financial journey. There are unique areas of planning that are necessary to address. Working with a firm that has proven experience and specializes in specifically advising physicians matters.

From the groundwork of a quality disability insurance contract to understanding the importance of having enough umbrella insurance, risk management is your foundation.  From there, we will help you understand the time value of your money and put it to work for you in the most tax advantaged manner. Tackling debt and planning for retirement can be managed at the same time but having the advice of how/when to do it can be addressed with good financial planning software and the backing of our team of professionals.

We invite you to explore our website and then contact us to start talking.

As a special consideration for clients of April Martin, Amy King, CFP, is offering her signature Hour of Power quick start meeting at no cost.  What you will receive is 1 hour of Amy's expert review of your current financial situation, detailing some immediate strategies that you could implement to potentially reduce your financial risk, learn about tax saving strategies, pay down or eliminate student loan debt and save more for retirement.