We offer one product only: Education.
We are not financial advisors, brokers, or insurance salesmen.
Our exclusive focus is on delivering unbiased education, available through several media:
Check out our events too!
Flexible and Customizable material to fit any need
PERSONAL FINANCE TOPICS
– Managing debt
– Protecting assets
– College saving plans
– Preparing for retirement
– Examining employment contracts
– Estate planning
PRIVATE PRACTICE TOPICS
– Leadership development
– Financial management (budgets, financial statements)
– Risk management (identifying dangers and mitigating exposures)
– Human resource management (hiring and retaining staff)
– Starting a medical practice
(forming a management team, finding a location,
selecting technology solutions, hiring and
firing, borrowing, etc.)
We seek to create long-term relationships with Medical School & Graduate Medical Education departments,
in which we return to campus each year to teach the newest graduating class of students/residents/fellows.
Please contact us to discuss your needs/interests/constraints.