Who We Serve
While we offer a broad range and depth of financial planning and investment management experience, our team specializes in simplifying the finances and serving the needs of three distinct groups.
For medical professionals, particularly those in private practice, we offer a special understanding of the concerns unique to your profession and the demands that shape your life. David Burd, one of the co-founders of our firm, has worked with doctors and physicians since 1978, and has twice been named one of The Best Financial Advisers for Doctors by Medical Economics magazine.
From coordinating your personal wealth to mapping out the long-term future of your practice, our team will assess every aspect of your financial life and develop a simple, overarching plan that allows each of those elements to work in concert – and allows you the freedom to enjoy the rewards of your hard work.
In our case study, The Part-Time Prescription: Can You Go Part-Time Before Retirement?, we explore the specialized financial needs of medical professionals and look at The Part-Time Prescription™, an analytical tool developed by TGS to help you weigh the financial impact of reducing your on-call or practice hours. To request a copy of the case study or to learn more about how we can help you simplify the varied aspects of your financial life, contact us.
For families and individuals who are preparing for significant life transitions, whether those transitions involve retirement, a career change, a windfall, or the planning or disbursement of an estate, we offer a clear knowledge of the often complex situations and strategies that surround these events.
We’ll begin by addressing your immediate needs and helping you transition as smoothly as possible into your new circumstances, but we won’t stop there. We’ll also explore the implications this change will have on your larger financial life and develop a long-range plan to keep you on course toward achieving your goals.
Our Successful Retirement Series explores the essential components and strategies to answering some of life’s most important financial questions: How much is enough, and will I outlive my money? To receive a copy of any or all of the white papers in the series, click here.
To learn more about how we can help you move into the next phase of your life, contact us.
For entrepreneurs, we offer more than financial expertise; we share our own firsthand experience. We understand the process you’re undertaking when you conceive of, plan, open, staff, grow and maintain a business, because we’ve done it.
Beyond simplifying your personal finances, we can help you explore your capital-raising options, strengthen the financial structure of your business and address the retirement planning needs of your employees. Throughout the life of your business, we’ll be there to help you grow, adapt and, eventually, transition from one generation to the next.
To learn more about how we can help you build the business and
the life you’ve imagined, contact us.
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