Areas of Expertise
Creating financial plans designed specifically for business owners, self-employed professionals and individuals to meet their short and long-term financial goals.
Our planning process is methodically designed to understand your current financial situation and compare it to your long-term financial goals. We help you understand what needs to be done to get you where you want to be. Identifying gaps and risks in the current plan is an important part of the process. We believe that when you take the time to understand what you have and think about what is important to you, it will provide clarity to make proper plans for your financial future.
Process
Resources
Team
As a Wealth Management Advisor since 1997, I have been able to successfully bring my previous experience in corporate finance with Fortune 500 companies to the work I do with clients today. My objective is to help clients make smart financial decisions for their individual situations.
Doris has extensive knowledge in Insurance solutions for personal and business needs, including a long history of working with physicians. Doris has a firm belief that you must plan for, what if and when in life, to have the peace of mind that your family and or business that you have poured your heart and soul into can carry on.
Doris has extensive knowledge in Insurance solutions for personal and business needs, including a long history of working with physicians. Doris has a firm belief that you must plan for, what if and when in life, to have the peace of mind that your family and or business that you have poured your heart and soul into can carry on.
Doris has extensive knowledge in Insurance solutions for personal and business needs, including a long history of working with physicians. Doris has a firm belief that you must plan for, what if and when in life, to have the peace of mind that your family and or business that you have poured your heart and soul into can carry on.
Doris has extensive knowledge in Insurance solutions for personal and business needs, including a long history of working with physicians. Doris has a firm belief that you must plan for, what if and when in life, to have the peace of mind that your family and or business that you have poured your heart and soul into can carry on.