Simple, transparent pricing.

What's Included:

Full-service financial planning & investment management

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Cash flow analysis
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Debt payoff plan
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Risk management
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Retirement strategy
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Investment management
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College savings
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Workplace benefit planning
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Tax planning
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Tax-advantaged investing
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Student Loan Debt Strategy
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Insurance Planning
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Estate Planning
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Equity compensation planning
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Social Security Optimization
Our only fees. No hidden costs.
$0-1,000,000
1.50%
$1m and over
1.00%
Semi-annual review meetings
+check ins as needed
Get Started

Medical sales reps have challenges.

Here's how we address them:

1
Time

Whether you’re immersed in meetings or in the car, we’ve got the tech solutions to ease your time constraints. Our tech is designed to be your time-saving ally, offering features like online meetings, seamless digital account opening, and mobile apps for tracking your investments and financial plan.

2
Taxes

As a thriving medical sales rep, your achievements translate into higher income. That income also comes with an increased tax burden. We will analyze your tax situation and provide you with specific strategies to reduce your income, investment, estate, and equity comp taxes.

3
Tactics

We have developed a suite of meticulously crafted strategies tailored for medical sales reps. These tactics address the unique demands of your finances, like your 401k, equity compensation, taxes, and investments. We guide you through every aspect of managing your finances with these tactics.

Schedule a Call