Complimentary Review For Physicians, Dentists, Residents, and Fellows

Financial planning is simply the identification of things that are important to you in your life and a roadmap for attaining them. Everyone’s financial situation is unique. A proper plan takes into account your personal and professional goals, constraints to be addressed, the economic environment, current tax laws, and realistic investment expectations.

 

My approach is a collaborative one.  Together we explore your financial position and desired lifestyle to create a comprehensive, personalized action plan.  Let’s meet and begin the process with a complimentary initial review.  Spend as little or as much time as needed to begin exploring your options.

 

  1. Identify Needs and Prioritize Objective

  2. Data Gathering and Analysis

  3. Financial Plan Presentation and Recommendations

  4. Track Ongoing Progress

Book Justin For A Presentation

Medical and dental professionals share many of the same challenges and opportunities.  Group presentations can provide you with the reassurance that you are not alone in facing an ever-changing financial landscape.  Justin’s presentations are customized to meet the audience needs.  Everyone leaves with increased financial literacy on such topics as:

 

  • Building a financial road map for post-residency and fellowship

  • Getting yourself financially organized

  • Debt consolidation strategies

  • Income protection strategies

 

For any other question please feel free to contact me at your convenience:

 

Justin E. Budnick

(860) 310-2106

 

When faced with issues involving a high degree of unfamiliarity and uncertainty, our natural tendency is to procrastinate.  However there is always a risk associated with doing nothing … Procrastination is one of the greatest obstacles to achieving your goals. 

 

Take the first step and call today. 

Securities offered through SagePoint Financial, Inc. (SPF), member FINRA/SIPC.  SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.

 

PLEASE NOTE: When you link to any of the websites/hyperlinks displayed within this website, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided at these websites.   

2018-57504 Exp. 4/20