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.
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Identify Needs and Prioritize Objective
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Data Gathering and Analysis
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Financial Plan Presentation and Recommendations
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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:
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Building a financial road map for post-residency and fellowship
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Getting yourself financially organized
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Debt consolidation strategies
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Income protection strategies
For any other question please feel free to contact me at your convenience:
Justin E. Budnick
(860) 310-2106
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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.
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