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Let us support you on your medical practice journey.

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Advisors to physicians like to paraphrase the Hippocratic Oath as “Do No Harm.” As a medical expert, you focus on achieving this ideal for your patients. Our focus is to guide successful physicians through the 5 Milestones of Professional Practice™ more quickly, with fewer mistakes, lower costs, and better work-life balance.

Whether you are a solo practitioner, the senior managing partner of a statewide physician group, or anything in between, our consultants can provide an experienced perspective on the Financial Lifecycle of the Licensed Professional.™

We're here to guide and support you every step of the way!

Specialties Served

We have provided professional business coaching and consulting advice to:

So, whether you need our Consulting Services or our complimentary - Loan Advisory Services... let us help you take some of the stress out of your life!

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Proud Supporters Of

American Cancer Society logo
Doctors Without Borders logo
Chris 180 logo
Rotary International logo
St. Judes Childrens Hospital logo
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Our Founder - Featured In

Smart Money Guide to Real Estate Investing logo
Journal of Wealth Management
Medical Economics logo
Atlanta Business Chronicle logo
Physicians Advisory Group logo
Bloomberg logo
Smart Money logo
Dental Economics logo
Dental Products Report logo
Think Advisor logo
Financial Advisor Magazine logo
Utah Business Magazine logo
Five Star Wealth Manager logo
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