Ryan Derousseau, CFP®, Financial Advisor at United Financial Planning Group, recently participated in Heard's "Mastering Financial Wellness" Webinar!
In this webinar, Ryan discussed the advantages of using a fee-only financial advisor, specifically highlighting the benefits for therapists, especially those who own their own practice.
A few topics Ryan covers:
-Sequence of Cash Flow Risk
-Long term tax-planning
Check out the recording here!