Let’s Define “Planning”

In working with clients for almost 11 years and creating financial plans for almost 100 clients, I’ve learned throughout the…

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The Journey Begins

Thanks for joining me! Good company in a journey makes the way seem shorter. — Izaak Walton

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Top 5 Key Planning Considerations for Optometric Private Practice Owners

While we continue to work on the functionality of our site-hosted webinars, click on this link to access this webinar.

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