Broker Check

Set Sail To Your Financial Paradise 

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The Process

Discover uncommon ideas and strategies that can help people who strive to live differently and challenge the status quo.

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The Financial Side of Pharmacy

After working with hundreds of pharmacists across the country, these are the strategies we have found to accelerate their financial confidence.

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The Financial Side of Medicine

The demand on time for physicians is unlike many other professions, and with that, comes a whole different host of complications.  When is the last time you saw your Financial MRI?

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

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