Page 14 - Summer 2024 Bulletin

Jensen Anderson/Physician’s Wealth Planning, LLC is a Financial Planning firm dedicated to serving physicians for over 30 years.
HCMA members receive a complimentary Comprehensive Financial Plan (a $1,500. Value). This opportunity will give any HCMA member who may already be working with a planner to have someone look over their plan. If you have not created a plan, this is a great opportunity to do so. For additional information, please call us at 813-287-8379 or email jeffanderson@financialguide.com to request a meeting.
www. Physicianswealthplanning.com
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HCMA BULLETIN, Vol 70, No. 1 – Summer 2024
Mike Jensen,
MSFS. CFP©, CFBS, AEP Adjunct Faculty Member USF
School of Medicine
MISSION STATEMENT
HCMA BENEFIT PROVIDER
HCM BENEF PROVID
“It is our mission to make a material difference in our clients' lives by joining in
partnership to proactively focus on the critical financial issues that present themselves on a regular basis. We strive to assist our clients by bringing together research, perspective, experience, planning, and products so that sound financial decisions can be made. This focus is to foster the creation and preservation of wealth to establish financial independence today and maximize the perpetuation of the wealth for the benefit of generations to come.”
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Jeff Anderson, CFP©
J. Michael Jensen & Jeffrey Anderson are registered representatives of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC. Supervisory Office: 4830 W. Kennedy Blvd. Suite
800 Tampa, FL 33609. (813) 286-2280. Jensen Anderson Wealth Management, LLC is not a subsidiary or affiliate of MML Investors Services, LLC.
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