Are you maximizing your financial potential while avoiding costly mistakes?

Join us for an insightful conversation with James Alexander, CFP®, of Edge Financial Advisors. James shares his journey from math enthusiast to wealth advisor, offering strategies for business owners, doctors, and attorneys to optimize their finances. We explore topics like defined benefit plans, holistic financial planning, tax-saving opportunities, and leveraging AI for personalized financial management. Discover how Edge Financial helps clients retire early, achieve peace of mind, and secure their legacy.

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Financial Freedom for Physicians, Copyright 2024

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