As an anesthesiologist, you put them to sleep and wake them up again.  We do the same thing with our clients when we give them financial peace of mind.

We’ve worked with anesthesiologists and other physicians for over 25 years.  We understand you’re overwhelmed with responsibility, and for you, time is money.   You’ve escaped many of the changes with managed care, because you’ve managed the “managed care crisis!”  But the insurance companies are knocking at your door. 

Other forces affect your finances:  the introduction of surgicenters, pain management, potential competition between group practices, and non-renewal of contracts by hospitals.

Maximizing and protecting your wealth is vital.  We integrate all aspects of your financial life using our family financial model .  Key areas where we help our anesthesiologists’ clients include:

• Asset protection
• Retirement plan design
• Risk Management
• Investment management
• Retirement planning
• Estate planning

Having so many aspects of your financial life handled in one place provides leverage on your very valuable time.  Plus it allows you to squeeze in one more procedure.