Medical Professionals Recognizing the specific needs of those in the medical field, we help physicians, pharmacists, physical therapists, dentists and others protect their assets, grow their practices, and accumulate wealth utilizing best-in-class retirement-income and estate-planning solutions. We provide guidance and assistance assembling and filing required legal documents, better ensuring regulatory and tax compliance, and help you assess and secure high-quality long-term care, life and disability insurance. Have a Question or Want to Schedule a Meeting with Us? Name Email Phone Question Thank you! Oops!