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Financial Planning
Author: Team Vestia
Posted: 09/15/2021

How Much Life Insurance Physicians Need To Protect Their Loved Ones

How much life insurance physicians need can be a difficult question to answer. It’s not always an easy conversation to have. ...
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Financial Planning
Author: Team Vestia
Posted: 09/01/2021

4 Simple College Planning Tips for Doctors With Kids

College planning is challenging, and it’s no secret that it can...
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Financial Planning
Author: Team Vestia
Posted: 08/15/2021

Are Annuities A Good Long-Term Investment For Physicians?

You likely can't find a more hotly debated topic in the...
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Financial Planning
Author: Team Vestia
Posted: 08/01/2021

What’s A Revocable Trust and Should Doctors Have One?

Many physicians benefit from sophisticated asset protection,...
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Investing
Author: Team Vestia
Posted: 07/15/2021

Where Does Private Investing Fit Into A Doctor’s Investment Plan?

Should private equity have a place in your portfolio? Maybe....
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Check out the background of this firm on FINRA’s BrokerCheck

Investment advisory services offered through Vestia Personal Wealth Advisors, Vestia Retirement Plan Consultants, and Vestia Advisors, LLC, a Registered Investment Advisor with the SEC. Securities offered through Ausdal Financial Partners, Inc., 5187 Utica Ridge Rd, Davenport, IA. 52807 (563)326‐2064. Member FINRA/SIPC. Vestia Personal Wealth Advisors, Vestia Retirement Plan Consultants, Vestia Advisors, LLC and Ausdal Financial Partners, Inc. are independently owned and operated.

This material should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor.

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