THE WEALTH STRATEGIST
Jan 23, 2009  Volume 4 | issue 1
How To Become A Client

VOTED 2007 America's Top Financial Planners - Consumer Council Research

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RMD’s Waived for 2009

by David N. Smith, CFP®, ChFC, CLU

Many of our clients were upset about withdrawing the “Required Minimum Distributions”... ...

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Physician Practice Tips

by Amaury S. Cifuentes, CFP®

In today’s turbulent times physicians are under even more pressure to increase revenues as...

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