Resources

Insights on money, family, taxes, and everything in between.

1/1/26

An IRA and 401(k) is a start, but you work too hard to settle for basic financial strategies that just skim the surface. In just 1 hour per day, the 5-Day Financial Challenge will show you how to put the ‘puzzle pieces’ together and create a financial roadmap that sets you on the path to your ideal future.

7/1/25

Our Wealth Plan Questionnaire is designed to guide you through the seven pillars of a comprehensive wealth plan, helping you to evaluate your current situation and make informed decisions for your family’s financial future.

5/18/25

A Personal Financial Statement is a powerful tool that gives you an in-depth snapshot of your financial health, all in one place. It's designed to empower you with the insights you need to make important financial decisions!

2/11/25

Our Legacy Folder Checklist includes everything you need to organize your personal information, legal documents, financial data, and more. Feel confident knowing your affairs are in order and your loved ones will have access to the necessary information when the time comes.

3/15/24

A few days have passed since we wrapped up the Physicians Financial Summit in Chicago, and I’ve had time to reflect on what stood out most. It wasn’t a specific slide, strategy, or statistic. It was the quality of the conversations.

1/3/23

Join investment and real estate expert, Michael Neubauer, as he guides you through a potentially life-changing discussion designed to empower you on your journey towards achieving long-term generational wealth.

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