Planning for Your Future as a Physician… The Need for Financial Planning Presented by: David L. Bailin, ChFC, CLU, CLTC Personal Wealth Strategies for.

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Presentation transcript:

Planning for Your Future as a Physician… The Need for Financial Planning Presented by: David L. Bailin, ChFC, CLU, CLTC Personal Wealth Strategies for Physicians 2620 Whitehorse Hamilton Square Road Hamilton, NJ Phone (609) * Securities and Investment Advisory Services offered through Securian Financial Services, Inc., Member FINRA/SIPC, A Registered Investment Advisor. Personal Wealth Strategies for Physicians is independently owned and operated. David Bailin is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc DOFU 4/1/06

What is Important About Money to You?

David Bailin nor Securian Financial Services, Inc. offers specific tax advice. Please consult a tax professional prior to implementing a specific strategy.