Our advisors specialize in the unique financial needs of physicians and dentists. We have helped to insure thousands of doctors and administer the disability insurance programs for the House Staff at Harbor-UCLA and LAC+USC. In addition, we work closely with residents and fellows at CHLA, UCLA, UCSD and many other teaching hospitals across the country. Our clients come from all walks of life. Because the financial needs of our clients are very personal, we maintain a high level of respect and privacy for every client. Our planning process involves a high degree of involvement from our clients. This allows us to accurately pinpoint the goals and objectives to determine the best possible methods for achieving them. We continue to monitor and measure your plan as you progress through life, working with you to determine whether or not we need to initiate any changes.