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Free Resources

Financial Planning Resources

Download free guides and resources to help you on your financial journey. These materials are designed specifically for healthcare professionals.

Downloadable Guides

Free PDF resources to help you plan your financial future.

Pdf guide

Kaiser 90-Day Retirement Guide

A comprehensive guide to help Kaiser employees prepare for retirement in the final 90 days.

PDF Download

2026 Tax Info Cheat Sheet

Quick reference guide for 2026 tax information including brackets, deductions, and contribution limits.

PDF Download

2025 Tax Prep Guide

Everything you need to know to prepare for the 2025 tax season. Get organized and maximize your returns.

PDF Download

Kaiser Retirement Guide

Detailed information about Kaiser retirement benefits and how to make the most of them.

Need Personalized Guidance?

These resources are a great starting point, but nothing replaces personalized advice tailored to your unique situation. Let's talk about your financial goals.

Helping healthcare professionals plan their financial future with personalized, fee-based advisory services.

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