(Poll) Doctors, What Are Your Most Challenging Personal Financial/Planning Concerns? (Check all that apply)

What Other Investments Should I Be Considering As A Physician? 21%
Should I Be Investing More In My Business/Practice or In Investment Programs/Products Right For Me. 19%
Am I taking enough risk? Diversified Appropriately? 13%
How The Best Way To Leave My Wealth To My Family/Inheritance? 13%
Charitable Contributions. 12%
I'd Like to Help My Children/Grand Children With College Costs. 10%
Am I properly insured in business/practice? 8%
Legacy/Succession Planning. 4%
Trusts. 0%

Philip James - 5 years ago

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Philip James
Email: info.frjames1971@gmail.com
Skype: info.frjames1971@gmail.com
call/sms/whatsapp +14243316469

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