Physician Financial Guide
…this 5-minute guide will show you how to leverage the 5 critical elements of your personal strategy to build wealth and create a better future for yourself and the people you love—starting right now.
Retirement Checklist
Ideal for anyone near or in retirement, there are a handful of easy “thought exercises” you must do that can make or break your retirement plans. These 3 pillars are essential to a successful retirement plan.
Here’s a taste of what’s inside:
- Learn the 24 critical questions you need to ask yourself
- Uncover commonly overlooked “blind spots” from your current retirement plan
- Discover the steps you need to take during the years leading up to your work-free life!
Social Security Timing Guide
This 5-minute guide breaks down over 2,700 Social Security claiming rules.
You’ll be shown step-by-step how to…
- Choose what age to claim Social Security to maximize your benefit potential
- Reduce your tax exposure by factoring in these key considerations
- Prepare for retirement by learning how to file for Social Security
College Money Report™
Your College Money Report™ gives you answers to 3 critical things every family needs to know before entering the college funding maze.
- How much colleges think you can afford.
- If you will qualify for grants and/or scholarships.
- How much you will be expected to pay out of pocket.
Once you have your report, schedule an appointment to explore cost reduction options.