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What Issues Should I Consider Before Year-End?

Proactive planning is a must in order to take advantage of year-end tax opportunities, employer benefits, and retirement planning.  A “Personal CFO” can help guide you in making the right decisions, plan for your retirement and help you lead your ideal life, worry-free. 

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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.

  5615 Old Garden Rd. Apt. 201, Wilmington NC, 28403

©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.

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