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

3 icebreakers. 100% Free.

  • 1
    Vitals™ Benchmark Survey
  • 2
    Investment Portfolio Analysis
  • 3
    Tax Return Review

... and a few other

interesting things:

Listen to the Money Talk for ER Docs™ podcast