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Comprehensive Financial Planning

What Is Financial Planning?

True financial planning begins with where you are today…defining where you want to be in the future…mapping a strategy to get there…and ensuring that you stay on course.

Our Financial Planning Presentation

In today's dynamic world, successful people find themselves with the challenge of trying to balance ever expanding responsibilities. Concerns over business, family, social and personal lives can crowd out efforts to develop an effective financial plan. Instead of developing a strong unified approach to their finances, many people adopt a scattered "piece-meal" approach.

A unified approach to financial planning begins with an accurate analysis of your present financial position. After a review of your long and short term goals, a plan must be developed to help you realize those goals. Lastly, and perhaps the most important step, is to commit yourself to ongoing review of the plan so that it can be adjusted to reflect changes that occur in your life.

The professionals at the Physicians Wealth Management Group strive to develop a unified approach to true financial planning for all of our clients. We invite you to take the time to learn about our planning process.


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Securities offered through Kestra Investment Services, LLC (Kestra IS) Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) .

Kestra IS and Kestra AS are not affiliated with The Physicians Wealth Management Group.

 This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 512-697-6000.

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