Medical & Dental

Simplifying The Life of the Medical Professional



Managing the operations of a successful practice demands vision, organization and careful planning. The seasoned professionals at Glass Jacobson Financial Group understand the unique challenge that physicians and dentists face in their efforts to prioritize patient care and grow their practice all while keeping an eye on profitability. Our practice group reduces many of the burdens of running a successful healthcare operation through a careful, detailed and proactive approach. It is our goal to position ourselves as trusted partners to our clients, helping to minimize stress while building a sustainable business.

Our clients appreciate our plainspoken style and pragmatic approach that is informed by our vast experience and technical expertise. Together we can minimize the energy drain of the “back office” functions so our healthcare clients can focus more effort on realizing their passion and achieving maximum profitability.


Our 401k Plan Services Include:
  • Low Cost Investments
  • Liability Management & Fiduciary Oversight
  • Competitive Supervision Costs
  • Plan Design Consulting
  • 3(21) and 3(38) Advisory Services
  • Investment Policy Development
  • Asset Allocation Services
  • Investment Menu Design
  • Quarterly Investment Reviews
  • Fund Replacements & Manager Searches
  • Online Education Tools (401kbuddy™)

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