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For Health Professionals

Physicians help people in their time of need. We believe that, in our own way, our job is to help people—not only to achieve their financial goals, but to achieve confidence in their financial life. It takes caring and commitment to promote health—and we bring caring and commitment to promoting financial health. You have enough other things to be concerned about in your life. We expect you to have confidence in your financial future so that you can enjoy life today, and we expect you to have confidence in us—in our professional capabilities and our dedication to your success.

The Personal Financial Key process is not unlike a diagnosis. We meet with you to discuss your needs and your situation. We examine your options, and make recommendations based on your situation in the light of our professional training and knowledge. Doctors understand the importance of professional specialization, and we provide that specialization in your financial life.

Your financial well-being needs maintenance and care, just like your physical well-being. In addition to ongoing review and maintenance of your investments and your investment policy, we provide financial “check-ups” on a periodic basis, to meet with you and review your needs and goals.

We enjoy working with doctors and medical professionals because we respect your decision and dedication to this important field. Through our experience with the medical profession, we understand your particular needs. Whatever your situation, we provide individualized solutions based on experience and knowledge. Please take this opportunity to learn more by emailing us at or calling us at 203-878-2244. We look forward to hearing from you.