Are you a physician looking to retire?
Once you've given us some basic information,
you can select a convenient time to talk with us.
What If You Could Retire Right Now?
A physician retiring at age 65 can expect to live for another 8,000 days. Don’t waste a single one. Start working towards the life you want today. Fill out the contact form to receive information on scheduling a 15-minute meeting.
How We Do It
Getting your financial life in order should not be an ordeal.
1. Return on Life
2. Fee-Only Approach
3. Portfolio Evaluation
All your investments in one place
How would you like to have the ability to view all of your investment accounts, regardless of where they are, in one place? We have designed a custom portal which can be viewed on your smartphone, tablet, or desktop.
Planning. For Life.
6400 Sheridan Drive, Suite 224
Williamsville, NY 14221
Serving Clients In And Around Buffalo, New York And Remotely In:
U.S. – Arizona, California, Washington DC, Delaware, Florida, Hawaii, Illinois, Massachusetts, Maryland, Maine, Minnesota, North Carolina, New York, Ohio, Oklahoma, Pennsylvania, South Carolina, and Washington.
Canada – Ontario