Our Clients


1. Owner or employed? If owner, structure i.e. Sole proprietorship, LLC, etc. If both, refer to the business owners procedural process.

2. Owners are subject to all of the considerations listed under Business Owners.

3. Income, Cash Flow, and Tax Level – The category, in this case, “Physician” does not automatically give enough information for an accurate financial analysis. Three years of tax returns should be used.

4. Description of education, training, specializations, credentials, experience, etc., is needed.

5. Estimated advances in future qualifications and income, etc.

6. Increased risk management needs.

7. If not a business owner, the estate preservation and personal financial planning are considered.

Upon gathering and analyzing the above data, we then creatively seek a customized solution tailored to the goals and objectives of our clients using our GAIN strategy.