Once you have a plan in place for your student loans, you might want to go deeper and get a plan for investing, insurance, budgeting, tax minimization strategy, and more.
You’ll want to work with a fiduciary fee only financial planner.
Buckingham Strategic Wealth: For Dental Practice Owners, Physicians, and Attorneys
Working in a practice or owning your own practice, the financial challenges you face grow and change every day. Buckingham Strategic Wealth can help create a cross-disciplinary, multifaceted plan that covers investments, debt management, wealth, accumulation and capital assets – alongside tax, retirement and transition planning.
Buckingham Strategic Wealth
A deep commitment to helping you fulfill your financial dreams through evidence-based planning.
Visit Buckingham Strategic WealthBook a complimentary introductory call with our partners at Buckingham Strategic Wealth to see if they meet your financial planning needs.
For Those with Less Complex Financial Situations
If you do not have a complex financial situation or are not ready to invest in full service financial planning, consider Vanguard or Betterment.
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