Physicians & Dentists

Physicians & Dentists

As a physician or dentist, your circumstances are unique. So are Rick's solutions to your life insurance and financial planning.

If we make the right moves right now, it can make all the difference down the line.

You love what you do, and we love you for doing it! But are you going to do it forever? We can help you plan for a comfortable, fulfilling retirement. As well, we can show you how to minimize your taxes and "bullet-proof" your hard earned assets now while you're practicing.

We are a talented team of trusted advisors. We listen, we care...we've got your back.

We are able to provide you assistance in the following areas:

  • Critical illness
  • Life insurance
  • Disability income protection 
  • Retirement preparation

We're here to help you make good choices when it comes to financial management.

Hear testimonials from our clients