How My Fees and Services Compare to the Average Advisor
My practice is unique, from my fee structure to my service model. Let me highlight the how I compare to the average financial advisor.
My practice is unique, from my fee structure to my service model. Let me highlight the how I compare to the average financial advisor.
Everyone needs a Statement of Financial Purpose. But what exactly is it and why is it important?
Tax Planning is critically important for high-income earners, which is pretty much every physician. Here I highlight some reasons why and also why most advisors ignore tax planning.
I had a day to remember. Everywhere I turned I was treated like a prospect. It was awful.
Another quarter is in the books. Let's look at some market and market-related highlights.
There is a different type of Three-Legged Stool for high-income earners. Here I share some thoughts.