About David Graham, MD
What Is Advice-Only Retirement Planning?
I retired from a Small Town Montana practice of Infectious Diseases. After discovering Financial Independence, I passed the CFP exam and now provide Advice-Only Hourly Retirement Planning. I believe the Advice-Only financial planning model has the fewest conflicts of interest and the best value for the price.
If you are a DIY investor and want a second option on your retirement plan, consider hourly Advice-Only retirement planning as a valid option. This is not investment advice; you can do that on your own! But retirement has all sorts of new challenges and risks, and a second set of eyes is always welcome. Contact me!
