Shearwater Capital
@ShearwaterCap
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Financial Planning and Investment Management For Physicians, By Physicians
St. Louis, MO
Joined April 2020
In this blog post are five of the most common financial planning mistakes physicians make and some steps to take to avoid them.
shearwatercapital.com
By Jeffrey J. Brown, MD, MBA, CFA®, CFP®Physicians are often so focused on treating their patients, managing their practices, and keeping up with medical advances that they forget to plan for the...
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We begin by listening and getting to know more about your financial needs and goals, as well as your risk preferences and investing time frame.
shearwatercapital.com
At Shearwater Capital, we provide Financial Planning and Investment Management for Physicians and their Families. Run by Physicians for Physicians.
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Shearwater Capital is dedicated to helping you and your family attain financial security using a scientific, evidence-based approach. Learn more about our approach here:
shearwatercapital.com
At Shearwater Capital, we provide Financial Planning and Investment Management for Physicians and their Families. Run by Physicians for Physicians.
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Happy Veterans Day! To our Veterans, thank you for your selfless service to our nation. Your sacrifices do not go unnoticed.
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Schedule a FREE personal consultation in order to better understand the benefits of having a comprehensive financial plan prepared for you.
shearwatercapital.com
At Shearwater Capital, we provide Financial Planning and Investment Management for Physicians and their Families. Run by Physicians for Physicians.
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In this blog posts, we have outlined the different types of compensation for financial advisors and highlighted the benefits of using a fee-only financial wealth management company.
shearwatercapital.com
By Jeffrey J. Brown, MD, MBA, CFA®, CFP®If you’ve spent any time researching financial advisors, you’ve probably come across the term “fee-only.” It’s used to describe registered investment advisors,...
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We will be there each step of the way to help you deal with unexpected events and stay on course in achieving your financial goals.
shearwatercapital.com
At Shearwater Capital, we provide Financial Planning and Investment Management for Physicians and their Families. Run by Physicians for Physicians.
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If you would like to learn more about how investing, saving and planning integrates with your academic or private practice career in medicine, please schedule a 15 minute or 30 minute phone meeting.
shearwatercapital.com
At Shearwater Capital, we provide Financial Planning and Investment Management for Physicians and their Families. Run by Physicians for Physicians.
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Our firm provides a personalized roadmap for your successful retirement planning and an integrated solution for taxable, tax-deferred and Roth investment accounts within and outside your medical practice.
shearwatercapital.com
At Shearwater Capital, we provide Financial Planning and Investment Management for Physicians and their Families. Run by Physicians for Physicians.
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Do you feel lost when planning out your financial future? If so, you're not alone! We're here to help you create a roadmap that leads to confidence and clarity. Schedule a free Q & A call to get started.
shearwatercapital.com
At Shearwater Capital, we provide Financial Planning and Investment Management for Physicians and their Families. Run by Physicians for Physicians.
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Whatever you hope to achieve, it’s our mission to simplify the complexities of your financial life so you can focus on what matters most.
shearwatercapital.com
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We have over 20 years of experience in working closely with physicians and their families to make sure they have sufficient income to live comfortably in retirement. Learn more about our team here:
shearwatercapital.com
At Shearwater Capital, we provide Financial Planning and Investment Management for Physicians and their Families. Run by Physicians for Physicians.
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Your tax liability can be further reduced by choosing stocks or funds with low dividend yields. Learn more about Tax-Smart Investing here:
shearwatercapital.com
At Shearwater Capital, we provide Financial Planning and Investment Management for Physicians and their Families. Run by Physicians for Physicians.
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After the uniquely stressful and challenging year you’ve just experienced as a healthcare professional, a peaceful and relaxing retirement has likely never sounded better. But how confident are you that you will be able to retire comfortably?
shearwatercapital.com
By Jeffrey J. Brown, MD, MBA, CFA®, CFP®After the uniquely stressful and challenging year you’ve just experienced as a healthcare professional, a peaceful and relaxing retirement has likely never...
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Is your financial advisor fee-only? If you don’t know or care, you should! Find out why Shearwater Capital is proud to be fee-only!
shearwatercapital.com
By Jeffrey J. Brown, MD, MBA, CFA®, CFP®If you’ve spent any time researching financial advisors, you’ve probably come across the term “fee-only.” It’s used to describe registered investment advisors,...
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Our investment philosophy is grounded in economic theory and backed by decades of empirical research. We use an approach called evidence-based investing to bring academic research to the world of personal finance. Learn more about it here:
shearwatercapital.com
At Shearwater Capital, we provide Financial Planning and Investment Management for Physicians and their Families. Run by Physicians for Physicians.
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Shearwater Capital offers comprehensive financial planning services for physicians and their families. Schedule a FREE personal consultation in order to better understand the benefits of having a comprehensive financial plan prepared for you.
shearwatercapital.com
At Shearwater Capital, we provide Financial Planning and Investment Management for Physicians and their Families. Run by Physicians for Physicians.
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We understand that life, and financial priorities, can change. We will be there each step of the way to help you deal with unexpected events and stay on course in achieving your financial goals.
shearwatercapital.com
At Shearwater Capital, we provide Financial Planning and Investment Management for Physicians and their Families. Run by Physicians for Physicians.
0
0
0
Check out our latest blog post to learn about five of the most common financial planning mistakes and some steps to take to avoid them.
shearwatercapital.com
By Jeffrey J. Brown, MD, MBA, CFA®, CFP®Physicians are often so focused on treating their patients, managing their practices, and keeping up with medical advances that they forget to plan for the...
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