Kathryn Serks
“This book is the physician’s financial bible. No physician should practice medicine without one.”
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Wealth Preservation Education
“This book is the physician’s financial bible. No physician should practice medicine without one.”
Our firm is unique because we always put our client’s needs first. That may seem like an obvious statement, but as we’ve found out when reviewing several new client’s previous advice, many times the advice advisors give is what’s best for them and not their clients.
