A sound financial plan is one that’s comprehensive and addresses each one of your financial needs – from protection planning to wealth management.
You hold in your hands a valuable tool on your pathway to a sound and satisfying financial future. While financial planning may not seem necessary while you’re still in training, training is actually the most crucial time to start making wise decisions about your income and expenses.
Figuring out your net worth can help you understand the status of your financial health. Once you know your net worth, you can make a financial plan that fits your lifestyle and goals!
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.
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?
Do you know your student loan repayment strategy? Take the student loan quiz to figure out your student debt action plan!
Protect your family from the consequences of life’s events by protecting your income if you are ever sick or injured and cannot work.
Retiring from any profession brings up a lot of unanswered questions, especially when retiring as a physician. Download this guide to help start your plan for a comfortable retirement.
Retiring from any profession brings up a lot of unanswered questions, especially when retiring as a dentist. Download this guide to help start your plan for a comfortable retirement.
There are many factors that you need to consider before retiring. Download the Retirement Checklist to find out the 5 things you need to consider before you retire and retirement planning next steps!
It is never too early to start planning for retirement! Take the Retirement Readiness Quiz to see just how ready you are for life after practice!
Planning for retirement within your practice can become overwhelming. Our checklist can help detail what you need to consider and plan for, ensuring your practice and staff are taken care of.
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.
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.
CRN202205-264045
4350 Congress Street, Suite 300 Charlotte, NC 28209
Office: (704) 557-9750
Fax: (704) 557-9670
Copyright @ 2021 | Site managed by LAIRE
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.
→ Check the background of your financial professional on FINRA'S Broker checkPrivacy Policy
Copyright @ 2021 | Site managed by LAIRE
