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Partnering with you

to provide meaningful retirement plan options for your practice.

The Doctor's 401(k) Solution

  • Click here to login to your plan
  • Learn more about available investments


Our Services

Wealth Management

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Retirement Plan Solutions

It’s a question of balance.

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Payroll Expertise

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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Income Tax Planning
Business and Personal

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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Practice Accounting

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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Practice Creation and Transition

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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An Innovative 401(k) Solution
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