CHECKLISTS
We’re here to help you make smart decisions.
Find answers to a number of important financial questions below. With our easy-to-use checklists, you can quickly determine the right path. Of course, this is just the start. Contact our team to learn more.
What Issues Should I Consider to Fund a College Education?
What Issues Should I Consider if My Spouse Passed Away?
What Issues Should I Consider Before Year-End?
Retirement Planning Checklist
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About Tushingham Wealth Strategies
As a Certified Financial Planner, Tushingham Wealth Strategies acts as a Fiduciary for their clients. Our goal is to help physicians and executives proactively plan for their retirement by serving as their “Personal CFO”, so that they may live their ideal life worry-free. Our Personal CFO service will guide you in making smart financial decisions in areas such as "late-stage" college planning, tax mitigation and wealth management.
About Tushingham Wealth Strategies
Our goal is to help physicians and executives proactively plan for their retirement by serving as their “Personal CFO”, so that they may live their ideal life worry-free. Our Personal CFO service will guide you in making smart financial decisions in areas such as "late-stage" college planning, tax mitigation and wealth management.
©2019 Tushingham Wealth Strategies, LLC
5615 Old Garden Rd. Apt. 201, Wilmington NC, 28403
©2019 Tushingham Wealth Strategies, LLC
Tushingham Wealth Strategies, LLC is an Investment Adviser registered with the State of North Carolina.
