A sound financial plan is one that’s comprehensive and addresses each one of your financial needs – from protection planning to wealth management.
Having a financial plan leads to better money making decisions, financial stability, and peace of mind. We have compiled a list of key questions to help get you started organizing your finances.
Is your practice in good financial health? There are five financial areas that are often overlooked in a medical practice but can make a big impact on efficiency and growth.
Understand: What type of loans do I have? How do I qualify for Public Service Loan Forgiveness? What other options do I have? Who can help me when I have questions?
There’s no time like the present to start planning your financial future while learning how we can help.
Contact us to schedule your 15-minute consultation and start to improve your financial health.
For over 50 years, Spaugh Dameron Tenny has provided comprehensive financial planning for physicians and dentists in Charlotte, NC. In addition to providing personalized advice, we walk our clients through their options to help maximize finances and maintain financial security.
CRN202110-254565
4350 Congress Street, Suite 300 Charlotte, NC 28209
Office: (704) 557-9750
Fax: (704) 557-9670
Copyright@2019 | Site managed by Laire Group
Securities, investment advisory and financial planning services offered through qualified Registered Representatives of MML Investors Services, LLC. Member SIPC. Supervisory office: 4350 Congress Street, Suite 300, Charlotte, NC 28209, (704) 557-9600. Spaugh Dameron Tenny is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
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Copyright@2019 | Site managed by Laire Group
