In addition to working with many local professionals and small business owners, Nathan specializes in assisting physicians and dentists across the nation. He is a member of the Medical Division of North Star Consultants which focuses on strategies to assist medical professionals in overcoming the unique challenges of their financial world. Nathan has a special interest in the following areas:
- Wealth Accumulation and Portfolio Design
- Tax Minimization* and Retirement Preparation
- Risk Management and Own Occupation Disability Insurance
- Asset Protection*
- Proper Estate Planning*
*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
