Concierge services from our practice is our commitment and extra effort to make our clients lives easier....financially. 

As a medical professional, we know that you have very limited time to devote to your own financial needs and we have stepped up to help fill that void.

  • We have specialty services for medical professionals that helps bring focus to the overall financial health of their practice. 
  • We strive to help improve and provide you with proactive and specific ways to mitigate taxes and gain profitability for your retirement.
    • In 2022, you could save up to $245,000 for retirement in a pre-tax way through retirement plans. and that's already been scheduled for increase in  2023.
    • We find that many business owners would like to save more for retirement pre-taxed, but do not know the ways in which to do so

How would the ability to save significantly in taxes impact your practice and your bottom line?  

It is vital to address tax strategies which need to be reviewed and implemented in order to have an ongoing impact.

We can analyze what wealth strategies would best suit you and your practice by completing our Client Information Questionnaire.

  This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

The Client Information Questionnaire (when completed and returned to our office), will allow our team to take a look at specific ways in which we can make an impact in your practice.

To request your Client Information Questionnaire, please send an email to:


  • Evaluate Retirement Plans & Contributions
  • Succession Planning for Retirement
  • Buy/Sell Planning for your Successor (even before retirement)
  • Key Person Analysis & Planning
  • Wealth Management Services
  • Financial Confidence Planning
  • Retirement Analysis
  • Employee Financial Planning at discounted rates
  • Disability Income Planning
  • Estate Planning Strategies


  • Quick Response & Service:  Priority callback and/or email responses
    • Advisor cell phone for after hour access
  • Regular, Proactive & Priority Strategy Meetings
    • Face-To-Face Meetings
    • Video Conferencing
    • Phone Meetings
  • Access to Professionals in Specialty Services***
    • CPA's & Tax Planning Specialists
    • Attorneys
    • Bankers / Private Bankers
    • Realtors
  • Educational Services 
    • Webinars / Video Events
    • Live Events
    • On-Site Trainings

***You are under no obligation to use the services of any of the Professionals, and may choose any qualified professional to provide specialty services described above. These professionals and their services are not affiliated with LPL Financial and K.D. Sullivan Wealth Strategies.