Forward Thinking Wealth Management

As a card-carrying member of GenerationX, I’m a slightly cynical child of the 80s who knows this giant industry that is financial services is confusing. Between the investment companies, banks, insurance companies and more it can feel like someone is always trying to sell us something. That’s why I created my firm. To cut through the confusion and charge a single flat-fee of $8,400 annually for comprehensive wealth management. I’ve seen how our generation is ignored by the financial services industry. I help GenX medical professionals get clarity around their entire wealth management picture. I know we’re at a key point where our lives are changing dramatically, our incomes are often at their peaks, and retirement on our terms isn’t too far away.

Fee Structure:

$8,400 annually for comprehensive wealth management.