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Medical Professionals

Financial wisdom for each stage of your career

Doctors and medical professionals face some unique and complex financial issues. Having worked directly with physicians for over 30 years, our firm understands your particular needs for income protection, investing, debt reduction, and retirement planning. 

Current Housestaff

 You have employer-provided health, life, and disability insurance as well as options for vision, dental, and supplemental disability coverage.

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Graduating Housestaff

We can help you navigate health insurance gaps, transfer your retirement assets, or lock-in permanently discounted individual disability insurance policies. 

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USF & Moffitt Faculty Doctors

We can help you coordinate your group benefits with your individual coverage for both disability insurance and life insurance. 

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