(760) 692-5600

SMART CONTROL OF YOUR MONEY AND YOUR LIFE?

Welcome Doctor

 

We’ve had the great fortune to help doctors achieve the financial freedom to do what they want to do when they want to do it. In the process we’ve had some big WOW moments.

You see, we mistakenly believed that doctors live almost perfect lives. (We can hear you chuckling). They make good money, live in nice homes, drive expensive cars and have children that all excel.

Then we started to see the whole picture. Although many doctors are very happy, living wonderful and rewarding lives.

We were shocked to find that after 24 hour shifts some doctors were spending their time off completing electronic medical records.

We were sobered by the high incidence of physician burnout, depression and even suicide.

We heard about how medical school debt weighs heavy on the shoulders of early-career physicians.

We witness doctors of all ages running themselves ragged trying to keep up with Dr. Jones.

 Can you hear the pressure cooker about to explode?

When we asked doctors what concerns kept them up at night, almost every doctor said the same thing. “Caring for my patients. It’s why I became a doctor.”

While we cannot solve the professional challenges you might face, there is something we CAN do: help take financial worries off your plate and replace it with a prudent plan. So you can focus on your patients, live life on your terms and take care of the ones you love.

Services

Financial Planning

Retirement planning, including traditional IRA’s, Roth IRAs, education IRAs and rollovers of company retirement plans

Employee stock option analysis

Education planning

Long-term care planning

Asset Management

Diversified asset allocation

Investment Discipline

Risk Management

Continual monitoring

Access to top professional money managers

Estate Planning

Estate preservation services, including succession planning, estate tax minimilization and asset protection

Term insurance

Whole life policies

Second-to-die insurance for estate taxes

Gifting Strategies

Business Services

Retirement plans

Deferred compensation plans

Executive financial services

Stock plan services

The Big Questions

Our clients spend most of their lives serving and providing for others. Many of our clients come to us with the same three questions – have I saved enough, how do I protect what I have built and how do I manage my assets? We recognize our clients’ need to be in control of their own destiny, which is why we’re here to provide you with those answers.

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Have I Saved Enough?

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How Do I Protect What I Have Built?

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How Do I Manage My Assets?

We are A Registered Investment Advisor and Fiduciary

 

As a registered independent advisory (RIA) firm, we are not restricted to a limited pool of investment products. Rather, we can access the best-suited investment options for each of our unique clients. As a principal-driven firm, our clients work with our firm’s decision makers – professionals who have proven track records as investment advisors and wealth managers.

We help our clients develop customized strategies to grow and preserve their wealth and attain their financial goals based upon individual risk tolerance and future plans. Goals and resources change over time for most people, which is why we plan regularly scheduled meetings for each client to talk about any changes that might have occurred and to make adjustments to their plans as necessary.

 

Call: (760) 692-5600

2131 Palomar Airport Rd. 

Suite 330

Carlsbad, Ca 92011

Working Hours

Monday-Friday 7:30am-5pm.

Free Consultation

Click here to schedule a virtual consultation with us.