Solution Snapshots

Charting a Course – Creating a comprehensive plan for the road ahead.

In their late 40’s and at the peak of their medical practice earnings, this 2-career family with 5 school-aged children felt they needed a more comprehensive and intentional financial plan.  They wished to fund not only retirement but also 20 years of college tuitions and were concerned about potential reductions in medical reimbursements, patient volume, and revenues. With $3 million in investments and growing, they had made good progress but knew the future needed to be navigated carefully.

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