References

In The News

Florida Doctor Magazine “Wealth. Health. Peace of Mind so you can Focus on Patient Care.”

Jacksonville Hospital News “Achieving True Asset Protection”

Suit Magazine “Fear, Finance, Doctors and Candidness”

Awards

Medical Economic’s Best Financial Advisors for Doctors

Medical Economics’s Best Financial Advisors for Dentists

Jacksonville Business Journal 2013’s 40 under 40

Client Reference Protocol

We always protect the confidentiality of our clients. However, if you would like to schedule an “Are We a Fit Meeting“, we would be happy to provide you with a list of references.