WE SPECIALIZE IN HELPING VETERINARIANS LOOKING FOR FINANCIAL GUIDANCE IN HOW TO:

STRUCTURE STUDENT LOANS
Whether you are working towards forgiveness or repayment with your federal and/or private loans, we'll work together to structure your debt based on your situation

Purchase/Start a practice
A rewarding experience for entrepreneurial veterinarians, we can help guide you through the process to become an independent practice owner

INCREASE INCOME POTENTIAL
Through salary benchmarking, increasing productivity, specializing, or becoming a practice owner we'll explore ways to increase your earning potential

PLAN FOR RETIREMENT
Whether retirement is 3 or 30 years away, it's never too soon to begin planning. We'll look at your current options and formulate additional strategies to put you on track

Sell your practice
The decision to sell does not come lightly. We'll provide resources to ensure a smooth transition and help you understand the tax and financial implications of the sale

Protect Your Assets
Through proactive estate planning and insurance analysis, we can help ensure your personal and business assets are adequately protected
We Provide Unbiased Advice to Help You Accomplish Your Life's Goals
What is Financial Planning?
Financial planning involves:
- Goals Visualization
- Coordinated Investment Advice
- Skillful Tax Planning
- Worry-Free Retirement Planning
- Risk Management (Are you over/under insured?)
- Lifestyle Spending Review
- Proactive Estate Planning
- Open-Door Policy
What is it like to work with us?
There are no:
Commissions
Account Minimums
Confusing Financial Jargon
Product Sales
Just honest financial advice that serves your best interests.
Hey, I'm Andrew
I grew up and have lived in the Atlanta area my whole life, moving to Tyrone, GA in 2015 where I now call home. I have built a career in financial planning as it allows me to use my passions for both education and financial planning in everyday life. Through my work I hope improve the overall well-being of veterinarians by reducing financial stress and improving work/life balance.
I proudly served as a fire direction controlman with Mike Battery 3/14, United States Marine Corps, Reserves based out of Chattanooga, TN from 2010-2015, receiving an honorable discharge. I devote my time outside of work to being with my wife, kids, and dog. I've developed a talent for building really tall Lego towers, watching Daniel Tiger on repeat, and trying my best to be optimistic every year about the inevitable heartbreak that is Atlanta & UGA sports.
Professional Degrees, Designations, and Certifications :





Whether you’re facing a life change now or simply want to explore your financial options, let’s talk.