(619) 278-2444

Providing Evidence Based Planning Recommendations to Doctors for 43 years.


Facilitating Financial Peace of Mind

Exalt is an organization of financial professionals created specifically for doctors who want to achieve financial peace of mind. Exalt does not believe that risking principal is required to achieve financial peace of mind. Exalt has sought out evidence based, “best practices” that are proven to guarantee financial peace of mind for doctors by minimizing their losses to unnecessary income taxes and to unnecessary risk investments.   Exalt planning professionals have completed training provided by the Doctors Economic Research Project in order to qualify to provide doctors access to the research based New Economic Order Planning Programs, and to manage the implementation of their New Economic Order planning programs.

Exalt can show you how to:

✓ Incorporate as a “C” tax status entity to maximize the efficiency of your earnings

✓ Design “self-completing” qualified retirement plans

✓ Utilize your good credit to prevent the loss of $1,000,000, or more, of retirement savings

✓ Develop wealth maximization strategies to create family legacies

✓ Ensure your quality of life and maximize your control over your financial future