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.
Mark’s approach is pleasantly personal. He is upfront; he thoughtfully answers my questions and takes the time to ensure I understand. Mark is easily accessible, and he will reach out with key dates if I am not on top of my milestones. I feel confident knowing that I have an expert in his field to go to when I need guidance for insurance planning needs, as can happen in periods of transition. This is a relationship we will have for the long-term, and Mark has invested in it from the beginning. I look forward to our meetings and I highly recommend his services.