Having a website that stands out, drives new patient growth, and creates a great patient experience is a tall order…
Choosing a retirement plan for your optometry practice is an important decision and it’s one of those processes that can…
As optometrists continue to deal with the personal and professional financial implications of COVID-19, the CARES Act has been the…
Hello, and welcome to this episode of 20/20 Money! On today’s episode, I discuss 7 proactive strategies that you can…
Hello, and welcome to this episode of 20/20 Money! On this episode, I highlight seven-line items on your tax return…
Hello, and welcome to this episode of 20/20 Money! My guest on today’s show is Nathan Hayes. Nathan is an…
One of my life’s passions is general aviation. There’s something magical about what we’ve been able to do as a…
Hello, and welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Mick Kling, OD. Mick…
Hello, and welcome to this episode of 20/20 Money! My guests on today’s show are Drs. Zac and Joelle Holland.…

We’ve prepared your Ultimate Practice Owner’s Financial Planning Toolkit for you…
…Just tell us where to send it
You are now leaving the Integrated Planning & Wealth Management Website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website. Schwab is a registered broker-dealer and is not affiliated with Integrated Planning & Wealth Management or any advisor(s) whose name(s) appears on this Website. Integrated Planning & Wealth Management is/are independently owned and operated. Schwab neither endorses nor recommends Integrated Planning & Wealth Management. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Integrated Planning & Wealth Management
The Planning Life, On Purpose newsletter delivers essential tips, timely updates, and exclusive invites to our expert-led webinars directly to your inbox. Subscribe and start planning life, on purpose today!

We’ve prepared your Optometrist Buyer’s Dashboard for you…
…Just tell us where to send it