Schedule a confidential consultation to identify potential gaps in the protection of your personal, professional, and family assets.

During the meeting, we will discuss:

Your medical specialty and professional liability exposure
Employment, practice ownership, and business structure
The assets you are most concerned about protecting
Existing malpractice, umbrella, business, life, and disability coverage
Retirement accounts, real estate, business interests, and other major assets
Asset ownership and titling
Florida-protected assets and other protection concepts
Areas that may require coordination with an attorney, CPA, or other professional

This meeting is intended to provide a preliminary review and identify strategies for further evaluation. It does not provide legal or tax advice, and implementation of legal asset-protection strategies should be coordinated with a qualified attorney.

Please do not submit account numbers, Social Security numbers, confidential legal documents, or detailed information about pending claims through the scheduler.