We focus on helping business owners of both general and specialty practices (DVMs, VMDs, ACVS, ACVSMR) with their financial planning needs and objectives. One of the largest challenges we see that our clients within this field face is time. Finding time for paperwork and medical records, patient care, client education, staying on top of changing standards and emerging trends/treatments and balancing the time to focus on your specific financial goals and objectives can be overwhelming. We know many of your practices are 24 hours a day, seven days a week, and just as you do on-farm visits, we also come to you on your schedule. And like your business, we focus on offering you confidence in our professional guidance and appropriate recommendations for your unique situation.
Our typical client has $250,000+ in investable assets and a moderate to conservative risk tolerance. We freely share our Service Offerings & Fee Schedule here.