Helping Physicians Like You Protect the Wealth You’ve Worked Hard to Build
Together, we’ll ensure you have the customized plan you need to avoid losing money through lawsuits, divorce, and high taxation rates.
Work With a Trusted Guide
Strengthen Your Financial Outlook
Your Life as a Physician is a Balancing Act
Your life as a physician is complex. Handling insurance. Providing care. Leading a team of professionals. There’s no denying that your career is incredibly rewarding – but figuring out how to protect the wealth you’re building is something you can not afford to ignore.
The problem? There’s an entire marketplace full of people promising to save you millions and reduce your taxes. But, unfortunately, they never actually show you how.
That’s where we come in. Together, we combine our 80+ years of experience to help you save money, reduce taxes, and feel confident that your finances aren’t at risk. Having worked with physicians across the country, we understand the pressure you feel to protect your hard-earned assets. (And we’re here to ensure you do just that.)
Here’s What We Believe
Growing wealth is great. Protecting wealth is even better.
The right advisor can help make your future more exciting than your past.
Good things only happen when one takes action.
It’s all about controlling what can be controlled.
Our children and grandchildren may have it harder than we do – but we have the power to help them.
It’s imperative to focus on the biggest threats to your wealth and livelihood.
Financial Solutions Designed to Retain and Build Wealth
We’ll create a year-by-year plan that defines how to move your wealth into tax-sheltered products and strategies that will allow you to leave behind a legal, tax-free legacy.
When you’ve worked incredibly hard to build wealth, you can’t imagine losing it in a lawsuit. We’re here to ensure you don’t.
A bad marriage in your world is different than a bad marriage in most people’s worlds. If you’re going through a divorce or personal crisis, we’ll help protect your finances and give you peace of mind knowing your assets are safe.
It’s scary putting your money into something and knowing it didn’t pay off. We’re here to help ensure your investments set you up for success both now and in the future.
This Is Just What I Needed
“I’ve been approached probably a hundred times by advisors who are trying to sell me something. This is the first time I’ve had someone address my fears and concerns about protecting my money. It’s just what I need at this point in my life.”
– Internist, Dallas, TX
We’re Glad We Have Specialists
“My husband and I are both physicians and neither of us had a true appreciation of the real risks and threats to our financial independence. We’ve just done what most other doctors have done but, in today’s world, doing what you’ve always done is not enough. We’re very glad we now work with specialists.”
– Emergency Medicine, Atlanta, GA
Here’s the Process
No sales pitches here. I’ll listen, you’ll get answers.
Receive Your Custom Plan
Together, we’ll develop a financial strategy that allows you to meet your goals and set your family up for success too.
Protect Your Wealth
We’ll keep you from losing sleep and make sure your wealth works for you—not against you.
Uniquely Credentialed to Serve You
With nearly 80 years of combined experience, we’ve helped physicians access special life insurance products, bank funding, and top lawyers that serve the 1% of the 1%.
Todd Allen maintains these credentials and others to help you protect the wealth you’ve worked so hard to build.
AIF ® — Accredited Investment Fiduciary
CLU® — Chartered Life Underwriter
ChFC® — Chartered Financial Consultant
MSM — Master of Science, American College of Financial Services
Member of Ed Slott’s Elite IRA Advisory Group
Life, Health, and Accident Licensed in multiple states — AK, AZ, CO, FL, GA, KS, MA, MI, MN, MO, NC, NJ, OH, PA, SC, TX, VA, WI, and WV
Registered Investment Advisor. Registered in the states of SC and TX
Retired U.S. Army Officer for over 26 Years (Active and Reserves)
Access the Strategies You Need to Save Money and Secure Your Future
- Will taxes take away the money I’ve worked so hard to earn?
- What are the secrets to protecting my wealth?
- Am I going to lose millions before I even retire?
- How can I set my family up for success after I’m gone?
These are questions that can keep you up at night—and understandably so. Physicians are a prime target for creditors and advisors who don’t have your best interest in mind. The last thing you want is to put your finances into inexperienced hands.
Fortunately, we’ve worked with hundreds of physicians over the past 80+ years and are here to help build a plan that’s custom to you – and no one else. Everyone’s needs and goals are different, which is why we design our solutions with your wealth, family, and future in mind.
You won’t find any copy and paste solutions here. Just targeted, actionable strategies that will protect your wealth and retain what you’ve worked hard to earn. Now is not the time to shoulder this burden on your own. We’re here to help you:
Save More Money
Protect Your Assets
Understand Your Taxes
Have Peace of Mind
Learn How You Can
Build and Retain Wealth
In today’s world, it’s more important than ever to protect your assets. Learn more about how to take control of your retirement savings plan today with a free copy of this insanely practical resource.
Understand the mistakes that can lose you thousands
Start taking action with research-backed advice
Recognize the ways in which you can avoid common financial pitfalls
The Support You Need to Avoid Losing It All
Sometimes, when dealing with various financial issues, our clients need the help of additional professionals, such as lawyers and accountants.
Have your own trusted legal and accounting experts? You’ve got our support. We’ll partner with them to create a powerful team committed to your best interests.
If you don’t have a strong relationship with a lawyer or accountant, don’t worry. We’re happy to introduce you to an experienced member of our team.