CPA/PFS Services for Healthcare Professionals

Brian Grigg, CPA/PFS works with many types of individuals and businesses but primarily focuses on helping medical practices, physicians, dentists, optometrists, chiropractors, nurses, and other medical professionals with strategic wealth management services. Brian Grigg is a trusted and certified CPA/PFS for the healthcare industry and helps increase the wealth of individuals and any businesses they may have.

Why Specialized CPA/PFS Services for Medical Practices & Healthcare Workers Matter.

As a healthcare professional, your focus is on your patient's health, so you may not have the time and knowledge to successfully manage your financial health. Working with a qualified CPA/PFS for doctors, physicians and healthcare workers ensures that your financial planning is strategically crafted for your personal situation based on the experience and knowledge about the healthcare industry. Our wealth management firm provides a holistic approach to help reach your short-term and long-term financial goals by focusing on 9 areas of wealth planning for individuals and medical practices. These areas of focus include, but are not limited to:

• Retirement Planning
• Portfolio Design and Management
• Tax Planning
• Legacy Planning
• Educational Planning
• Business Planning
• Risk Management
• Special Situation Planning
• Cash Flow/Debt Management

We enjoy working with the medical profession because of their dedication to helping the community. We want to show our thanks by ensuring the medical profession is taken care of, after their years of sacrifice and hard work.