Are We Accepting New Clients?

This week’s article is going to be possibly the shortest one I have ever written. It tackles the question of whether we are accepting new clients. It is no more than a one-minute read. Too Long: Didn’t Read - YES

We currently have capacity for five more clients this year.

As a reminder, we specialize in physicians:

• Whose taxes are more than you made annually in residency and are tired of tipping Uncle Sam.
• Pay more than $10,000 a year just for investment advice and only one or two meetings a year.
• Are ready to enjoy life while your health, wealth and time are at their peaks.

Using my years as a Certified Financial Planner and Enrolled Agent we help select physician clients accumulate wealth, not fees and taxes.

If this sounds like you and you want to have a complimentary conversation, just send us a quick email. I will even give you my primary email of dan@forwardthinkingwm.com.