Showing 1-10 of 10 results for "".
- Robert Peelman, CFPhttps://practicaldermatology.com/profiles/robert-peelman-cfp/jmG41v/
- Bob Peelman, CFPhttps://practicaldermatology.com/profiles/bob-peelman-cfp/LDGQ24/
- Michael Lewellen, CFP®https://practicaldermatology.com/profiles/michael-lewellen-cfp/j36o2Y/
- Adam Braunscheidel, CFPhttps://practicaldermatology.com/profiles/adam-braunscheidel-cfp/j1Ndr5/
- Andrew Taylor, CFPhttps://practicaldermatology.com/profiles/andrew-taylor-cfp/jRx3lz/
How Will You Pay for Taxes in Retirement
https://practicaldermatology.com/topics/practice-management/how-will-you-pay-for-taxes-in-retirement--hgsepipo/18365/OJM Group Director of Financial Advisors Michael Lewellen, CFP presents an effective hedging strategy that can help you build retirement wealth while reducing your tax burden during your retirement years. Click here to request or download a free copy of Wealth Protection Planning for DermatologistsRisk In Your Portfolio
https://practicaldermatology.com/topics/practice-management/risk-in-your-portfolio/18588/Do you know your risk score? Physicians must understand their personal tolerance for risk as well as the level of risk in their current portfolios. If there is a mismatch, how do you rectify the disconnect. Bob Peelman, CFP, of OJM Group, explains. ABOUT THE AUTHORIs Your Financial Advisor Working for You
https://practicaldermatology.com/topics/practice-management/is-your-financial-advisor-working-for-you/18367/OJM Group Wealth Advisor, Andrew Taylor, CFP discusses the importance of working with an advisor with a "fiduciary" vs. "suitability" standard, and outlines other questions to ask when determining if your advisor is working in your best interest. Click here to request or download a free copy of WealCash Savings Alternative: Increase Returns & Maintain Liquidity
https://practicaldermatology.com/topics/practice-management/cash-savings-alternative-increase-returns-maintain-liquidity--wnhimepo/18366/OJM Group Director of Financial Advisors Michael Lewellen, CFP provides an overview and financial example of a cash savings alternative that offers 100% liquidity while providing a higher return than traditional investment vehicles. Click here to request or download a free copy of Wealth Protection- The Election and The Marketshttps://practicaldermatology.com/news/the-election-and-the-markets/2458392/By David Mandell, JD, MBA and Robert Peelman, CFP® This presidential race is seemingly generating more interest, expressions of concern, and questions from clients than past elections. Some clients want to know how the election impacts our investment views and how we might adjust our positioning i…