Planning for a secure financial future is a must! It can be done, and is not easy, but is not rocket science either. Maybe you’re saving to buy your first home? Perhaps starting your own business is a dream. The costs of a college education have spiraled and you may wonder how you will […]

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 Do I Need Personal Financial Planning? Planning for a secure financial future is a must! It can be done, and is not easy. Maybe you’re saving to buy your first home. Perhaps starting your own business is a dream. The costs of a college education have spiraled and you may wonder how you will pay […]

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Insurance is mandatory if you have a car!  If your car is worth insuring what about other assets?   Most doctors need at least some insurance to be in place as part of their overall financial plan. The question is how do you work out what insurances you need, how much and what for?  And […]

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