I am a professional

If you are a Doctor, Dentist, Lawyer or other professional person running a small practice, we recognize that time is at a premium. In some cases professional people don’t dedicate the time to address their own specific needs relating to personal risk management, estate planning, wealth preservation and protection.

Key challenges include:

• Time Poor
• Build, protect and manage wealth
• Lifestyle cash flow
• Maintaining discipline
• Options in planned and unplanned scenarios

The type of significant life events we have found professionals running their own business experience include:

• A change in marital status
• Managing the transition to having a newborn child
• A business expansion, merger or sale
• Business shareholder and funding agreements
• Children move out of home
• Business succession planning
• Liquidity events
• Loss of a spouse or business partner
• Downsizing their living arrangements
• Retirement