According to a recent report prepared by the American Medical Association Insurance Agency, nearly half of the physicians who responded to a recent survey consider themselves behind in preparing for the financial future of themselves and their families. The survey results indicated gaps in personal financial knowledge and lack of confidence in financial decisions related […]
About Plotkin Financial Advisors
At Plotkin Financial Advisors our core model is designed to provide comprehensive financial planning and investment management solutions for all of our clients. A strong set of values and goals is infused into every client relationship as we listen to clients to learn what is important to them, and we ask questions based on our experience and insight.
For federal government employees under CSRS or CSRS Offset, the Voluntary Contributions Program (VCP) allows you to set aside extra money for retirement. Contributions to the program are after-tax money and you can contribute up to 10% of all of the base pay you’ve earned over your entire CSRS career. You must be still working […]
PRLog (Press Release) – Nov. 13, 2012 – Plotkin Financial Advisors, LLC is proud to announce that Shim Plotkin, President of Plotkin Financial Advisors, has been elected to the Real Estate Investment Securities Association (REISA) Board of Directors. On his election to the board, Shim said “A strong and resourceful REISA will undoubtedly help all […]
About Plotkin Financial Advisors, LLC
Check the background of this firm on FINRA’s BrokerCheck at http://brokercheck.finra.org/ FINRA: http://www.finra.org/ | SIPC: http://www.sipc.org/©2020 Plotkin Financial Advisors, LLC | 8401 Connecticut Avenue | Suite 400 | Chevy Chase, MD 20815 | 301-907-9790 | Fax: 301-907-9793
Securities offered through Independent Financial Group, LLC, a registered broker-dealer, member FINRA/SIPC Broker securities available to residents of Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Maryland, Massachusetts, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, and Virginia.
Advisory services offered through Plotkin Financial Advisors, LLC, a Registered Investment Advisor. Plotkin Financial Advisors, LLC and Independent Financial Group, LLC are not related entities
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