— Martin Sechrist, DO, Community Medical Group of Downey
Caring for others, running a medical practice and the need for continuing education demand your full attention, leaving little time to devote to educating yourself on the stock market, retirement planning, insurance services and other financial matters.
You need financial planning that takes into account your unique personal and professional needs.
Amazing Charts is pleased to announce that we have partnered with a full-service, financial planning firm to assist you in navigating your financial journey through life.
Whether you’re just beginning your professional journey in the medical field or are reaching your retirement, our team of experienced, qualified professionals will customize a plan to help you:
A comprehensive approach to wealth building and management extends well beyond just investments. We will help you determine your current financial position and cash flow, review your insurance protection and build a cohesive strategy designed to meet your unique financial goals.
Our integrated, advanced approach includes:
Not only will our partner firm’s resources enable you to consolidate all of your accounts in one convenient web-based location, but it will also provide you with a safe, secure online vault in which you can digitally archive your important papers, legal documents, and photos in one place.
To learn more about our Amazing Charts Financial Planning Services, simply submit the form below.