As part of your overall planning, we also encourage our clients to ensure their wills and power of attorney are up to date.
We recommend a review of these documents with your legal counsel every few years. If you have not yet set up a will or power of attorney, we would be happy to make an introduction to one of the professionals in our strategic network that we work with.
Mark’s has a thorough and in depth knowledge of the insurance & financial planning issues that physicians face in every stage of their career. Mark is very personable, easily accessible and attends to my insurance needs competently.