This document outlines various financial services offered to healthcare professionals and dentists, including practice structure analysis, risk management, portfolio optimization, asset protection, wealth management using modern portfolio theory and asset allocation, retirement planning, estate planning, tax planning, and access to third party money management programs.

2. Welcome

3. Our Story

4. Where we are going

5. Services

6. Healthcare Professionals and Dentists Practice Structure:* We look at your practice structure to determine if it best fits your needs based on tax status optimization and other available benefits such as pension planning. Risk Management:* Portfolio Optimization Asset Protection

7. Strategies for Business Owners & Self Employed Individuals

8. Wealth Management Modern Portfolio Theory Asset Allocation Investment Diversification Nationally known Professional Third Party Money Management Programs

9. Retirement

10. Estate Planning

11. Tax Planning

12. Thank you