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Planning for Your Future as a Physician… The Need for Financial Planning

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 08690 Phone (609) 586-9308 Email david.bailin@personalwealthstrategies.com.

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Planning for Your Future as a Physician… The Need for Financial Planning

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  1. 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 08690 Phone (609) 586-9308 Email david.bailin@personalwealthstrategies.com * 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. 0550-2006-18169 DOFU 4/1/06

  2. What is Important About Money to You?

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

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