You spend enough time convincing your patients to floss regularly. Let us spend the time developing your financial plan to achieve your wealth management goals.
Your patients' health needs to be the first thing on your mind. Let us manage your wealth so you can focus on what is important for your clients.
You are busy running your business. We'll handle your wealth management so you can stay focused on your customers.
We can help provide peace of mind for women with wealth and the people who love them by making the right financial plans.
At the 2013 NAPFA conference in Philadelphia, PA, Velda presented a comprehensive financial plan to financial planners. Read more inside. Read More
Velda was recently interviewed by Fidelity's Daren Fonda for the article "5 Ways to Make Your Money Last." Location, location, location doesn't just apply to real estate. Read about it inside. Read More