Here's what Tate's clients are saying:

"I would highly recommend physician's contact Tate during their medical residency regarding disability insurance... His advice has been very helpful to me!"  

Dr. Sheree Hsu, Anesthesiologist, Kaiser Permanaente

" Tate is readily available via phone, text or email regarding my disability, life and health insurance. The answers to my questions are a moment away." 

Dr. Brady Pregerson, Emergency Medicine Physician, Cedars Sinai Hospital

"Tate offers a variety of financial services, especially catering to physicians. He offers timely and thorough information, and is always available. I would highly recommend him." 

Dr. Michael A. Orosco, Anesthesiologist, USC Medical Center

"I began working with Tate when I was a medical resident in regards to disability insurance and financial issues. Tate has a vast knowledge of a physician's unique business and personal needs.  His services is prompt, courteous and professional and I find him genuinely interested in me an my family." 

Dr. Cam Wallace, General Surgeon, Private Practice, Saddleback Hospital

"Tate has provided excellent service in the areas of... insurance planning. He is very responsive both on telephone and email and is knowledgeable in his area- particular expert in insurance services for healthcare professionals." 

Dr. Douglas Brosnan, Emergency Medicine Physician, UCI Medical Center