Contact Information

Drop me an email. We can set up a time to chat and see if we are a good fit. No pressure! We work together if we both agree.

You should be thinking about your retirement questions. After gathering all the appropriate information, we answer them. Using professional planning software, we can project future cash flows, expenses, and taxes and develop a year-by-year retirement plan that fits your goals. How do you turn your assets into income in a tax-efficient way that is easy and leaves behind the most?


David Graham, MD

Billings, Montana




Physician Retirement Planning




Email for more information.