Company benefits Archives

It’s Open Enrollment. Here Are 5 Of The Best Tips For Physicians

Welcome to benefits season! While it may not be your first rodeo, there are some things physicians can do to prepare for open enrollment. 1. Enroll In The Right Medical Plan For You Choosing an appropriate health insurance plan can be overwhelming. You will likely have to decide between four plans and network types: HMO, […]

5 Steps For Physicians To Build A Maternity Leave Plan That Works

Maternity leave planning for women physicians is important work. Women bring immense value to medicine (and every field for that matter), and they deserve a financial team in their corner helping them navigate the complex issues concerning maternity leave planning. A Vestia, we’re dedicated to helping our women physicians shine, equipping them with the support […]

Certifications and Associations

Accredited Asset Management Specialist℠ (AAMS®)

Certified Divorce Financial Analyst (CDFA®)

Certified Financial Planner (CFP®)

Chartered Financial Consultant℠ (ChFC®)

Certified Private Wealth Advisor (CPWA®)

Financial Paraplanner Qualified Profession℠ (FPQP®)

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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