Family. Leisure. Retirement. Travel. Charity. Legacy.
What Are You Working For?

Experienced healthcare professionals know that a comprehensive patient history is the most important step in the diagnostic process.

Our experience developing wealth solutions for healthcare practitioners has led us to the same conclusion about financial planning and investing.

We know that your vision of financial independence is highly personal. We are deeply interested in your past and present, values, goals, relationships and interests, and we take the time to document these in your Total Client Profile.

These key attributes form the cornerstones of your financial solution.

Sample Total Client Profile: Alex and Gloria

Source: Butler|Philbrick & Associates
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Our solution accommodates any combination of financial and lifestyle priorities. We can show you the impact of your choices in real-time.

Some clients can tolerate higher portfolio variability, but absolutely must retire by a certain date.

Other clients can accept some variability in their income during retirement, but they want to stretch their annual income to the maximum, and can live with a small risk of outliving their retirement funds.

We can adjust your plan to accommodate any combination of priorities, so that you can realize your vision - worry free.