Private Practices

There are profound changes rippling throughout the entire healthcare industry. From new government regulations to increased demand for telemedicine, now more than ever you need a trusted advisor that understands the unique needs of your business. 

Medical and Dental Care

Your primary focus is delivering the best care and support for your patients. Helping you achieve that begins by evaluating your current financial situation and customizing solutions for your unique business.

• Speed up collections from patients and third-party processors.
• Manage delays in reimbursements from insurance companies.
• Track payments for medical supplies and lab fees.
• Meet long term and short-term goals through investment planning.
• Retirement plans for you and your employees with simplified, one-stop administration and fiduciary protection.

Veterinary Practices

You strive to provide the best care for your clients. Now you can get advice on how grow a healthier business.

• Attract and retain quality employees with perks beyond traditional benefits, including exclusive bank offerings, 401(k), mortgage discounts, and financial wellness education.
• Speed up collections from clients and third-party processors.
• Track payments for medical supplies and lab fees.
• Meet long term and short-term goals through investment planning.

Employee Care and Retention

Providing a positive, healthy, and safe workplace for your employees is equally as important as providing quality care for your patients. Whatever your size or specialty, we also offer programs that can improve overall employee retention by providing discounted personal banking services, 401(k) plans, personalized financial wellness programs, and wealth management to enhance your employees’ financial well-being.