This short book is designed to help physicians successfully navigate the major life cycle transitions faced by all physicians and their families, especially in uncertain times. Brothers Mike O'Donnell, CFP® and Ryan O'Donnell, CFP® founded The O'Donnell Group, an independent Registered Investment Advisory firm, to provides its clients with comprehensive wealth management services and custom-designed financial peace of mind. Mike and Ryan serve as their affluent clients' Chief Financial Officers, and help them to comprehensively address their biggest financial concerns: Preserving their wealth; Mitigating their taxes; Taking care of their heirs; Ensuring their assets aren't unjustly taken; and Helping them make their charitable gifts more impactful. If you are a qualified potential client with $1 million or more of investible assets and wish to take advantage of their free second opinion service, please take a further look at The O'Donnell Group's website at: http://ogWealth.com Book jacket.
Financial Well-Being : A Rx for Physicians