In this video, CDSPI discusses financial planning with Dr. Anna Thompson and her husband, Jason. Hear how CDSPI has been able to help Dr. Thompson plan for the purchase of her first practice, and how they have been able to successfully prioritize the couple’s short- and long-term financial goals.
Speakers:
Steven Moscone, VP, Advisory Services, CDSPI Advisory Services Inc.
Michael Tyler, Investment Planning Advisor, CDSPI Advisory Services Inc.
Featured Dentist:
Dr. Anna Thompson & her husband Jason
A financial plan can help you stay on track to achieve your goals. Book a virtual meeting with an Investment Planning Advisor* from CDPSI to get started.
*Investment Advisory services are provided by licensed advisors at CDSPI Advisory Services Inc. Restrictions may apply to advisory services in certain jurisdictions.