Financial Planning. And Taxes.

For Emergency Physicians.

Fiduciary advice
Invest smarter
Reduce taxes

Breaking things down

Services

1

Vitals™
Financial Planning.

Proactive monthly treatments for your financial health.

2

Tax
Preparation.

Personal. Business. Payroll. Deductions. Company set-up.

3

Investment Management.

You take an evidence-based approach. So do we.

Now that you have an idea of what we do, let's talk about you.

3 icebreakers. 100% Free.

1
Vitals™ Check-up
2
Investment Portfolio Analysis
3
Tax Return Review

... and a few other

interesting things:

Meet the team that serves hundreds of EP's across the U.S.

New episodes of Money Talk for ER Docs™. Every Tuesday.

See how you compare to other ER Docs.

Listen to the Money Talk for ER Docs™ podcast