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Comprehensive Financial Planning for Physicians and Dentists

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Comprehensive Financial Planning for Physicians and Dentists

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Plan with the Pros

We believe having a plan can reduce distractions of the marketplace and encourage confident decision making on the path towards Financial Peace of Mind.

Our 4 step process can
help you meet your goals

Discovery Interview

Identify and discuss financial objectives & explain planning process.

Discovery Interview

Identify and discuss financial objectives & explain planning process.

Data Gathering

Gather all necessary information for the creation of your financial plan.

Plan Design

Develop a flexible and customized plan to address each goal.

Plan Delivery

Present the plan findings and review recommendations.

Discovery Interview

Identify and discuss financial objectives & explain planning process.

Data Gathering

Gather all necessary information for the creation of your financial plan.

Plan Design

Develop a flexible and customized plan to address each goal.

Plan Delivery

Present the plan findings and review recommendations.

Post Plan Delivery

Implement

Execute the plan recommendations with appropriate financial products.

Monitor

Evaluate the performance of each financial product relative to its stated objective and make adjustments as needed.

Review

Update and evaluate your progress toward your financial goals and make necessary changes.

Get Educated

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We respect your privacy.

Over 2,000 physician + dentist clients
This is why we do what we do

Louis offers a rich concentration of experience, wisdom, and insight. Hiring him was a no brainer!

Thank you doesn’t seem enough for expressing our gratitude for helping bring our goals and dreams to reality. John (Jordan) definitely sees the big picture. Here’s to the beginning of a relationship spanning generations.

I would like to thank you, John Prather, for your honesty, integrity, and the way you are able to explain complex subjects in a clear and concise manner that we can understand.

I am grateful for the tremendous positive changes that Justin has helped me make in my life both personally and professionally. He is a true professional.

John worked so hard to understand our situation and get things right in our insurance planning. His attention to detail made a big impression on us.

Marcus style of advising is one of complete professionalism and care. He tailors his approach to us as individuals while still covering all aspects of our financial picture in an educational manner. He is a pleasure to work with and learn from.

Chad and his team take the time necessary to fully explain everything and answer our questions. We are confident they are looking out for our best interest which is very important to us.

We would like to express our thanks to John for the work he and his team have done for us over the past 20 plus years. The expertise and attention to detail with which they have handled our financial affairs has made a huge difference in our lives.

Heidi has helped plan and organize the most stressful piece of our lives with such precision. We appreciate all her hard work in guiding us toward our goals.

Beau takes an appropriate interest in our personal life situation while also keeping us focused on our identified goals.

A LongView Blog

LongView living is a matter of perspective.
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longviewplan@financialguide.com
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