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Alexandria Office

2000 Duke Street

Suite 300
Alexandria, VA 22314


2020 Tax Planning Guide

This guide will help you make end-of-year preparations, direct you through the complexities of filing taxes in early 2020, and provide easy tips for looking ahead to future tax preparations

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9 Investment Pitfalls

Complex weather events and political and global developments emerged, making the environment challenging for investors to navigate. 

Experience has taught us that successful investing requires discipline and patience. A long-term investment focus can help when emotions run high. 

To help you overcome these challenges, we've compiled a list of common mistakes and guidelines. We hope this benefits you and your loved ones.

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Healthy Money: Making a Successful Transition From Resident to Attending. 

"This book was written for you, to share with you what I’ve learned about helping our Nations Healers make the topic of money a positive in their lives."

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