What Do Advisors Do?
“What the Heck Do You Do?” It’s important to note that not all advisors or planners are the same. Some have a very focused set of...
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- Oct 3, 2023
Navigating Tax Challenges for Medical Professionals
Imagine Dr. Jolene Smith, a highly skilled cardiologist with a thriving private practice. You've spent years honing your medical...
- Sep 6, 2023
Understanding the Difference between Commission-Based, Hybrid, and Fee-Only
When seeking professional financial guidance, it's essential to understand the different compensation models adopted by financial...
- Aug 22, 2023
Tailored Mortgage Programs for Doctors: A Prescription for Homeownership Success
Doctors and medical professionals devote their lives to healing and caring for others. To recognize their contributions and accommodate...
- Jul 23, 2023
The Power of a "Concierge" Financial Planner: Putting Clients at the Center
When it comes to managing our finances, we all desire personalized attention and guidance that caters to our unique needs and goals. This...
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