Among our advisors, we have many years of experience working with physicians. For over 30 years, we have served as a resource for the GME Housestaff at UCLA Medical Center, where we have served as the plan representatives of their long term disability insurance plan for the residents and fellows in training. We have expertise in specialty-specific disability coverage for physicians, and offer a full suite of financial planning services to physicians both while in training and throughout their careers.

The services we provide include:

  • Advise physicians on specialty-specific disability income protection options.
  • Provide educational seminars on disability income protection.
  • Offer exclusive programs that provide discounts to physicians in training, including Guaranteed Standard Issue (GSI).
  • Financial planning services for retirement, budgeting & cash flow, asset allocation for investments, life insurance, education funding, group benefits and planning strategies for physicians in private practice, as well as family/business estate planning strategies.