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In 30 minutes we can get to know you
– your situation, goals and needs –
then set the steps to helping you
pursue true wealth.

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TALK TOPICS

Physicians Financial
Checkup

Brent Boden, CFP®, is a seasoned financial planning professional with over 17 years of experience helping healthcare professionals and business owners achieve financial freedom. As a speaker, Brent brings his expertise to conferences, workshops, and webinars, delivering actionable insights with a relatable and engaging style.

How to avoid Financial Stress & Improve Mental Health.

What you should know about your finances.

Protecting You, Your Family, and Your Livelihood

Estate Planning and Tax Strategies