Financial Planning

Clinical Examination

  • Professional Financial Plan
    A customized financial plan helps you clarify your goals and outlines the right strategies to help you achieve them.

  • Your Goals & Objectives
    Harj and Darshan will learn what is important to your family, and will imcorporate these objectives into future recommendations.

  • Implementing Your Investment Strategy
    Based on your unique goals, tax situation, and time frame for investing.

Estate & Trust Planning

Genetic Screening

  • Access In-House Estate Lawyers
    A complimentary review of your current estate plan to help achieve the legacy you want for your family and loved ones, or charitale beneficiary.

  • Implementing Your Estate Strategy
    With a focus on tax-efficient strategies, and meeting your objectives for your family.

  • Charitable Giving
    Through a personal foundation that achieves your personal commitment to your community, health care foundations, or other charitable organization

Tax Efficient Investing

Pain Management

  • Corporate Cash Flow Management
    Including effective ways to manage and maximize your personal and professional wealth.

  • Personal Tax Strategy
    That reduces your tax burden through tax-efficient investment strategies that help you build wealth more quickly

  • Corporate Tax Strategy
    An evaluation that helps you weight the pros and cons of various corporate investment solutions.

World Class Portfolio Management

Preventative Medicine

  • Research Team
    Harj and Darshan have access to top-tier investment research to assist you in making optimal investment decisions

  • External Resources
    Access top-ranked external research and institutional investment firms.

  • Designated Chartered Financial Analyst
    This team of designated CFAs manages your global asset allocation to build a portfolio of quality holdings that reflect current market conditions and opportunities.

One-Stop Financial Solutions

Hospital Resources

  • Business & Personal Banking
    Work with specialists who deliver that same high level of service and expertise for your business and personal banking needs.

  • Tax & Corporate Planning
    The team works closely with a number of highly qualified tax specialists to maximize the success of your practice and your personal finances.

  • Insurance Specialists
    Who help you protect the value of your estate, practice, family's lifestyle, and your income-earning ability.