Doctor, you spend your life helping others. Especially in today’s changing national health care environment, due to reducing reimbursements, changing professional relationships, increasing malpractice insurance costs and increasing taxes, Advisors Trust understands you have a unique set of personal, financial and professional risks. Unfortunately you can’t work any harder than you are now! And ideally you would like having someone to provide services for you like you take care of your patients. Our Physicians Strategic Planning System provides unique investment, financial, insurance, retirement and estate planning solutions just for doctors. For example the Physicians Cash Flow and Asset Report and the Physicians Retirement Analysis are specialized strategies that may also include extra attention to your personal plans for asset protection. We have the expertise and resources to help you create, accumulate and manage your wealth. Being your advocate is at the heart of what we do.
Registered Representative offering securities through M Holdings Securities, Inc., a registered broker/dealer, member FINRA/SIPC. Investment advisory services offered through Advisors Trust. Advisors Trust is independently owned and operated.