Award winning independent fee-based financial advisor provides investment, insurance, retirement and estate planning to professionals and business owners. 

Ask us to provide you with a 401(K) Plan Review to ensure that your retirement plan complies with the Pension Protection Act of 2006.  GJBA Members will receive a $250 discount on first year retirement plan design and adminstration. 

For more information, visit us on the web at:  www.physicianswealthadvisor.com

Freedom — It's what you want in your financial advisor. Someone who offers unbiased financial information based solely on your financial agenda and no one else's. That's what FSC Securities Corporation (FSC) gives your financial advisor-the freedom to do what they do best: helping you ensure your financial growth and stability. In the highly volatile securities industry, you and your financial advisor can use a competitive advantage, and with FSC that's what you get.

Trust — With FSC, you and your financial advisor get so much more than solid financial advice and backing. You get a lasting relationship based on mutual trust and integrity. You get a team that makes your interests and needs their daily priority.

As one of the nation's leading financial service support organizations, FSC provides you and your financial professional with the service, support, strength and stability you demand in today's challenging financial arena. Since 1958, FSC has been assisting independent financial service professionals who are dedicated to attaining their clients' financial goals.

Some of FSC's unique offerings include:

• Uncompromising service for more than $26 billion in account assets.
• The stability of nearly fifty years of experience in satisfying the unique investment and insurance needs of its clients.
• Day-to-day support for more than 1299 financial professionals in over 550 U.S. cities.
• Clearing through Pershing who offers Excess Account Protection*.

FSC can offer you and your financial advisor high quality service because we are backed by Generations of Commitment, Quality Resources, Confidence, and Quality Products with Personal Service. We also offer investment choices in all of the following areas:

Mutual Funds and Variable Annuities
Managed Accounts
Stocks
Fixed-Income Securities
Insurance Products
Retirement Planning
 

* Excess Account Protection-Securities held in custody by Pershing for your account are protected up to the total amount held in the account. Of this total, the Securities Investor Protection Corporation (SIPC), protects securities customers of its members up to $500,000 (including $100,000 for claims for cash). Explanatory brochure available upon request or at www.sipc.org. The remaining coverage, on securities only, is provided by Pershing through a commercial insurer.

The account protection applies when a SIPC member firm fails financially and is unable to meet obligations to securities clients, but it does not protect against losses from the rise and fall in the market value of investments.