What if you were the patient?
What planning have you done to protect your income, lifestyle, or retirement? Will your family be financially secure if you pass away?
As a physician, you know better than most that life can change in an instant. No matter where you are in your career, whether you have just started in practice or have been in practice for a long time, you could become disabled, critically ill or even die prematurely. This could result in devastating emotional and financial impacts for your loved ones.
As part of your team of professional advisors, we are here to assist you in identifying the risks you face and recommending solutions that will transfer your risks to an insurance company; providing you and your family with peace of mind.
I met Mark shortly after finishing medical school in 2012 and was very impressed with his professionalism, warm demeanor, and honesty. He is efficient yet patient and explains everything he is doing in terms I can understand. He uses personal stories as examples and I trust Mark’s opinion and recommendations.