Erie, CO. Serving Boulder, Denver and clients nationwide
Financial Advisor for Doctors

Is it time for a second opinion?

Are you on track to reach your retirement goal? Is your portfolio positioned correctly to support the lifestyle and expenses of what could be a 30+ year retirement? Second opinions, just like in the medical world, are free with no obligation.

Physician
Experienced doctors, surgeons and dentists

When wealth is improperly cared for, the legacy evaporates.

When loved ones are sick or need surgery, families look for the best and proper care. Wealth erosion works the same way. Proper care of your wealth enhances your retirement lifestyle and allows for the legacy you dreamed of.

You may already work with a financial professional today, or you may be seeking a new relationship after being turned off by the sales pitch over the free dinner. Whatever the reason, much like when you are told you need surgery, it's worth seeking a second opinion for confirmation.

Residents and doctors who recently completed residency

Where do I start? Help me understand the process.

Planning for retirement, investing your earnings, understanding benefits, and setting financial goals. Whether you need help paying down debt, setting a goal for retirement, or understanding all the benefits offered through your employer, this is the place to start.

Medical residents
01
Consultation
Similar to an initial exam. Who are you, what are you doing, and where do you want to go.
02
Assessment
After understanding your history and goals, we perform an overall financial health risk assessment.
03
Check Vitals
How is everything working? What needs to be improved?
04
Provide results
Compare the current results with your financial goals. What changes need to be made?
05
Treatment plan
One financial meeting does not solve all your problems. Your health can change, and so can your goals. A proactive approach builds wealth.
Doctor FAQs

Questions we hear from physicians

Serving clients across the country. Call or text 720-600-7599.

Yes. Our clients live all over the United States. Everything we do can be accomplished with a phone and a computer.

Financial advisor for doctors. How can I help?

Learn more about your options and whether we can assist with your wealth management, investment, and retirement planning.