Click the link to read our April 2019 401K NewsletterRead More
Our blog is where you can find tips and information that we hope will be both timely and helpful. If you ever want to discuss a topic in more detail, we welcome you to call our office - we would be happy to chat with you!
Perhaps your financial picture is very sound. You think it is unlikely you will run out of money. If you are in this situation, you may want to consider how to pass more tax effective assets to the next generation or even the one...Read More
Travis Flandermeyer, MBA and Phil Messuri, MS, CFP®, of The Doctor’s Financial Resource understand the acute pressures doctors in our state face today—chief among them the demanding schedules faced on a daily basis....Read More