The Impact of Inflation

Alyssa Miranda

September 25, 2018

Investing

When the prices of goods and services increase over time, consumers can buy fewer of them with every dollar they have saved.

Alyssa Miranda

August 22, 2016

Services Offered

Your Personal, Private Financial Website

Alyssa Miranda

August 22, 2016

Services Offered

Your Personal, Private Financial Website

Quick Quiz: Could you name all of your many financial accounts without using a cheat sheet? How about remembering each and every log in and password?

Most of our clients could name some of their accounts, but few could list all. The reason is your life, is complicated and you are short on time.

David Fredrickson

January 1, 2015

Retirement Planning

David Fredrickson

January 1, 2015

Retirement Planning

All of doctors dream of the day they will be financially independent—the day where practicing medicine is optional, not required. To plan for this day, we do extensive retirement planning for all of our clients and review it at every meeting.

Our plan for building wealth for our physicians follows this proven process: