Favored Financial Planning
Favored Financial Planning focuses on helping professionals build solid financial foundations. Sometimes we become so busy with helping others we neglect the decisions necessary to build an abundant future. We offer comprehensive, financial planning to help medical professionals attain their financial goals and life dreams. This is accomplished through year-round, integrated appointments addressing:
• Goal clarification and assessment,
• Coordinated investment advice,
• Tax planning and skillful preparation,
• Protection planning
• Retirement planning
• Proactive Estate Planning
• And if needed, Cash flow management
Favored is unique because we are your “on-call advisor”. This means that in addition to our scheduled year-round meetings, we provide you with the access you need, to make wise financial decisions, at no additional charge.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.