A comprehensive approach to financial planning is very similar to a comprehensive approach to treatment planning a dental patient. Dr. Studley's specific background in both dentistry and the insurance/financial security industry gives him a unique perspective on the insurance and financial planning needs of dentists throughout a dentist's career - From Residency to Retirement™.
After this lecture you will be able to:
Discuss the necessary steps used to create a comprehensive financial plan;
Describe the benefits of a comprehensive financial plan.