We have helped thousands of doctors prepare for the worst. Here are some of their stories.

Dr. Megan Frost
Having not a lot of experience in finances and just learning enough to feel comfortable, I love working with them because they make it easy for me and again, very comprehensive because of the way they take you through everything step by step and really try to look out for your interests as a physician.
Dr. James Whitaker
I’m the kind of person who likes to do a lot of my own research. However, it is kind of nice that they were so approachable during the process of trying to figure out what I needed for myself and my family.

They’re always concerned about what I need and I found them to be reliable and honest.
It was nice to be able to do conference calls and have presentations given to me over the Internet and over the phone as opposed to having to go in some place to meet with someone.

I started working with them when I lived in the state of Missouri. I currently live in the state of Idaho and it was a smooth, seamless transition.


Do you have your own story or review? Please, contact us and let us know!