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MEDICAL PROFESSIONALS
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Whether you’re about to enter your field or about to sell your practice and sail away, we offer deep
expertise and experience in helping medical professionals erase debt and maximize wealth.

• Disability Income Insurance
• Life Insurance

• Long-term Care Insurance

• Health Insurance


One of our key practice areas is helping medical professionals establish a sound financial foundation in an increasingly complex industry environment. Let us show you strategies to ensure maximum return on all the dollars and hours you’ve invested.



Disability Income Insurance
Help maintain your standard of living even in the case of a sudden incident or interruption.

Life Insurance
Helps safeguard your family’s comfort and stability with financial security, plus gain several financial advantages to help grow your practice and portfolio.

Long-term Care Insurance
Designed to protect your legacy and alleviate any family burden with a tailored long-term care plan.

Health Insurance
You, more than most, know the important of strong health insurance. Get the coverage you need to ensure the superior care you deserve.

Los Alamitos Office
4622 Katella Ave., Suite 202
Los Alamitos, CA 90720
(562) 296-8461 Phone
(562) 296-8464 Fax

Orange Office
631 E. Chapman Ave.
Orange, CA 92866
(714) 289-2123 Phone
(714) 289-0587 Fax

Norco Office
1791 Third Street
Norco, CA 92860
(909) 295-3107 Phone
(909) 614-7706 Fax

Beverly Hills Office
8383 Wilshire Blvd., Suite 600
Beverly Hills, CA 90211
(323) 965-6300 Phone