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I'm passionate about my profession and I love reading about personal finance for both educational reasons and enjoyment.

We’re recommending clients get their BDRs done as soon as possible for two reasons:

We’re excited to announce we’ve added another member to our team, Mark Durham. We asked Mark to write an introduction about himself. Here’s what he said:

Hi, my name is Caleb Howells, and I recently completed a two-week internship with Medicus Wealth Planning.

We are moving to a new location in Draper, just a mile or so from our current office.