Having worked closely with doctors and small business owners for over 36 years, we are familiar with the issues specific to both.  We offer specialized services to help ease the administrative burdens of running a successful practice or small business. 

These services include:

 Business entity and structure analysis

 Doctor contract negotiations

 Banking arrangement and loan financing review

 Legal documentation and requirements
   consulting

 Open architectured solutions for 401(k) plans

 Retirement plan consulting

 Employee benefits analysis

 Analysis and/or creation of key person 
   compensation benefit arrangements

 Financial planning workshops for staff
   employees

 Continuity/Succession planning