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Serving the Needs of Practicing Professionals and Executives: The Vision Advocate™

We serve medical practices through qualified retirement plans. We are committed to:

Back to Our Clients
  • Helping you with vendor research and selection
  • Working with you to educate your employees
  • Providing total transparency regarding fees and costs in the plan
  • Designing a plan that may help improve the probability of your employees’ ability to enjoy a successful retirement

We offer group health insurance programs and disability income insurance programs for the practice and their employees.

We also offer comprehensive financial planning and retirement income planning strategies to executives.

How well are you doing? Find out using The Vision Advocate ScorecardTM.