Why physicians need a personal CFO and how tax mitigation fits in

As a physician, you are no stranger to complexity. From the first days of medical school to the years of long shifts in residency, you make high-stakes decisions every day. Yet many doctors tell us they feel too busy, or under-resourced, to give their money the same level of care.

That is where a Personal CFO helps. Just as a hospital relies on a chief financial officer to align budgets, risks, …

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