Be Intentional with the Geometry of Wealth

Wealth planning can be very complex if we want it to be. Many advisors make it very complex to the point it can be very intimidating for us, the healthcare professionals. But it does not have to be. Parth Shah had drilled it down to simple geometries that we all are familiar with: The Square, the Triangle, and the Circle. He is also inviting to be intentional. Please enjoy! If you have any…