About David Graham, MD

What Is Advice-Only Retirement Planning?

Advice-Only is the way to go for a second opinion on your retirement plan. DIY investors know evidence-based investing. They optimize accumulation and avoid fees such as commissions and AUM.

Retirement planning has all sorts of new complications. Sequencing the moving parts in your retirement plan can become a full-time job. Let me suggest that it is easier if you use professional planning software.

A second set of eyes is always welcome. Contact me!

David Graham, MD, has been a financial coach since 2018. He is a retired Infectious Diseases physician and passed the CFP marks.