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Services
Vitals™ Financial Planning
Investment Management
Tax Preparation
Education
Podcast
Vitals™ Check-up
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Financial Planning. And Taxes.
For Emergency Physicians.
Fiduciary advice
Invest smarter
Reduce taxes
BOOK FREE CALL
Breaking things down
Services
1
Vitals™
Financial Planning.
Proactive monthly treatments for your financial health.
Learn more
2
Tax
Preparation.
Personal. Business. Payroll. Deductions. Company set-up.
Learn more
3
Investment Management.
You take an evidence-based approach. So do we.
Learn more
Now that you have an idea of what we do,
let's talk about you.
3 icebreakers.
100% Free.
1
Vitals™ Check-up
2
Investment Portfolio Analysis
3
Tax Return Review
GET STARTED
...
and
a few other
interesting things:
About
Meet the team that serves hundreds of EP's across the U.S.
Podcast
New episodes of
Money Talk for ER Docs™.
Every Tuesday.
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See how you compare to other ER Docs.
Listen to the
Money Talk for ER Docs™
podcast