Greenbook Financial Services, Inc. provides integrated financial planning programs designed for doctors primarily in California. The company designs, implements, and administers a platform of practice structure optimization, risk management, portfolio design, and asset protection services to address the earning, spending, and savings patterns of high-income doctors. It also employs proprietary analytical tools to help doctors identify inefficiencies in their existing financial strategies and correct these shortcomings. In addition, Greenbook provides whole and universal life, disability, and long-term care insurance, as well as fixed-rate annuities, and bond or equity-indexed annuities. Further, it helps doctors recognize the tax implications of their portfolio, and to select the effective pension and business structures. The company serves the healthcare community through a network of advisors and corporate offices in Phoenix and Orlando, Florida. Greenbook Financial Services is headquartered in San Diego, California. As of August 7, 2006, Greenbook Financial Services, Inc. is a subsidiary of Advanced Equities Financial Corp.