Your ability to earn an income is generally your most valuable asset. We provide full insurance and risk management review services for both personal and professional needs.
Our contract review process from a financial perspective will help clarify whether the legal documents you sign will address your financial needs now, and in the future.
From setting up your business structure to winding down your practice, our knowledgeable team including carefully selected industry professionals will ensure your practice has everything needed to be successful.
Malpractice insurance is only the beginning. We'll work with you to develop a defensive strategy to help protect potential liability exposure you may have.
After an in-depth review of your entire financial portfolio (including insurance, investments, expenses, and debt) we'll present you with a diversified, tax-efficient, and personalized investment strategy.
Our services extend beyond your professional and business needs. We can work with you to create a plan to address life's biggest milestones from buying a home to retirement.
REGULATORY REFORM
CASH FLOW ANALYSIS
DEBT MANAGEMENT
RETIREMENT & INVESTMENT BASICS
RISK MANAGEMENT
ASSET PROTECTION & ESTATE PLANNING
This firm is not a CPA firm.
Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
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