Resources that Make a Difference

Physicians, Groups & Medical Industry

Agricultural Industry

Buy-Sell Agreements


Physicians, Groups & Medical Industry

One of our niche areas of expertise is designing and servicing retirement plans for physicians and medical groups.  Our team has extensive experience coordinating the retirement benefit plans with the administrative operations of medical practices.


Agricultural Industry

With offices based on the Central Coast and the Central Valley of California, our advisors have worked extensively with farm operations and growers to facilitate retirement plans for their employees.  Plans within the agricultural industry have certain needs such as bilingual employee education, the need to run education meetings at multiple locations, and hold sessions at various times throughout the day and during different seasons to accommodate production schedules and harvests.


Buy-Sell Agreements

We work with business owners and their attorneys to structure and design funding mechanisms to protect the financial continuity and ownership structure in the case of death or disability of key people and owners.


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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Point Sur Wealth Management, Inc. is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide legal or tax advice. Any decisions whether to implement these ideas should be made by the client in consultation with professional financial, tax and legal counsel.