The meaning of more.

Can you see all the way to financial freedom? Are your life’s aspirations in clear view – solid, synchronized and sustainable – encompassing your practice development plans, personal investments, individual goals and community engagements? Wealth management is our way of bringing families personal and professional financial clarity.

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It’s a question of balance. You and your team work too hard to live strictly for retirement. But it’s difficult to enjoy today’s bounties if you haven’t prepared for tomorrow. Your retirement plan should be easy to manage – while inspiring confident participation and successful outcomes. We’ll show you how to achieve optimal retirement plan balance for you and your valued staff.

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Payroll happens. Or else. If there’s one thing you never want to take for granted, it’s your payroll management. You, your reporting requirements, and your staff depend on it. We’re by your side with a full-circle, full-service automated payroll platform we’ve developed especially for physicians and dentists.

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They’re hard to see, but you know they’re there: those pesky tax leaks through which your hard-won earnings are escaping. Among the best ways to shore up your wealth? Informed and integrated tax management across your practice plans and personal affairs, between your interests and your actions, and among your accountants and advisors.

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You focus on patient care. We’ll put your numbers to work for you. You see, we’re more than an accounting firm. We’re a wealth management organization dedicated to serving physicians and dentists with integrated accounting services and excellent peer benchmarking expertise.

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Your possibilities are endless. Now let’s realize them. The two most defining decisions you’ll make during your career are the decision to create your practice and the decision to transition away from it. For decades, we’ve helped practices like yours succeed at succession planning, assisting them with decisions that are critical to professional and personal financial well-being.

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