Industry Specific Collaboration

Working alongside doctors, dentists, business owners, real estate entrepreneurs and professionals since 1999 has allowed me to build a unique and strong partnership within these industries. Building and developing a clinic, purchasing an existing practice, requirement of liability insurance, team building for employees and management, employee retention, unique banking and financing requirements. These are only a few areas that require attention. You should be dealing with a financial advisor that can provide you with solutions to all challenges so you are not forced to address them alone. All my clients have the luxury of accessing a concierge service at their discretion to help with matters that are more time consuming.