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At Prudent Financial Planning, we specialize in advising elite professionals to achieve their financial goals, tackle debt, and build to maintain their wealth. Explore our solutions below!

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Financial Hub & Resources

Welcome to PFP’s Financial Hub where we ensure our Optometrists have access to resources they need to be successful. Explore our blogs and free financial tips below!


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Important Financial Numbers for 2025
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What Documents Do I Need for My 2023 Tax Return?
What Documents Do I Need for My 2023 Tax Return?
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Important Financial Numbers for 2024
Important Financial Numbers for 2024
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Five Things to Help You Get Through an Unexpected Job Transition
Five Things to Help You Get Through an Unexpected Job Transition
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Planning Your Finances When You're In The Sandwich Generation
Planning Your Finances When You're In The Sandwich Generation
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How Do You Create Lasting Wealth?
How Do You Create Lasting Wealth?
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Roth IRA Flowchart 2023
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Re-Entering Student Loan Repayment
Re-Entering Student Loan Repayment
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Tax Planning at the Mid-Stage of Your Career
Tax Planning at the Mid-Stage of Your Career
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More Money More Problems? Complex Compensation Requires a Different Kind of Advisor
More Money More Problems? Complex Compensation Requires a Different Kind of Advisor
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January Is National Financial Wellness Month
January Is National Financial Wellness Month
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The Surprising Student Debt Problem of High Earning Millennials
The Surprising Student Debt Problem of High Earning Millennials
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