Dr. Tony, founder of the PI Doctors Elite Community, checks in with Kevin Sullivan, AIF® on the services and wealth management support he brings to the PI Doctors Group.

Kevin has been a sponsor of this community for the past 3 years.

Here are the topics:
1. Tariff and market update
2. Positioning of investment portfolios
3. NEW Online Course for doctors: Wealth For Life - Building Your Retirement Income Strategy
4. Podcast: "Physician Wealth Meds - A Wealth Podcast for Doctors

PODCAST INFO

Also check out our NEW ONLINE COURSE called "WEALTH FOR LIFE" - Building Your Retirement Income Strategy!

Kevin R Sullivan, AIF® - (Accredited Investment Fiduciary) - Founder - Wealth Advisor, and the host of this podcast
Warner Wealth

Website: www.warnerwm.com

Email: kdsullivan@warnerwm.com

Got questions?
Click here for a complimentary discussion or virtual meeting.


Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

None of our guests are not sponsored by or affiliated with LPL Financial. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.