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Investment Strategies
You may be asking, "How in the world can you make recommendations and know what is best for someone?" The simple answer is that you can't, unless you know your client. This is why the relationship is so important in the financial planning process. We want to know who you are and more than just what you want, we need to know how you make decisions, your weaknesses, strengths, personality flaws, etc. The better we know you as your financial planner, the more we can help you.
What impact would you like to make in your world?
83% of physicians under age 40 claim that they have unique or more complicated financial needs than other professions. I believe this to be true as well, but you have to find the time to address the unique or more complicated financial needs – otherwise you’ll resort to a “get rich quick” scheme in later years because it will be too late to fix.
Dr. Blake McGowan is one of our firm’s biggest strengths.
A Backdoor Roth Conversion makes sense for some, but not for all. A strong financial strategy will help you know whether this tool will be of benefit to you when the time comes to make withdrawals from your retirement savings.
