The 20/20 Vision Program
For Physicians and Dentists
As a medical professional you have chosen a lifetime of devotion to the caring of others. This often comes at the expense of taking care of your wealth and retirement needs given the constraints on your time.
You are held to a high standard of conduct, more so than in any other profession, and face continuous scrutiny from government, insurance companies and lawyers.
What we will do for you is create a personalized strategy that will position you to retire one day with the same passion and energy you’ve invested in your patients.
We will work with you to create a lifetime prescription by bringing together specialists in the areas of wealth, private wealth, taxation estate and business planning that is intellectually based, so you can sleep well at night.