- 3399 Tates Creek Rd. Suite 115, Lexington, KY 40502
- (859-538-6044
- Daniel@WrenneFinancial.com
- http://www.WrenneFinancial.com
About Daniel Wrenne, CFP®, ChFC®
Recently Published
4 Times You Should Not Refinance Student Loans
July 18, 2018For many physicians, refinancing your student loans can seem like a no-brainer. If you aren’t going for PSLF, and can afford the payments, it makes sense to take advantage of the lower rates offered by refinance companies, rather than continue to let interest accrue at the expensive federal rates which can, in many cases, exceed 7%. However, the decision to refinance is not always this simple
The post 4 Times You Should Not Refinance Student Loans appeared first on Wrenne Financial Planning.
The Physician’s Complete Guide to Medical School Loans
July 4, 2018Student loans have become a big deal! 37 million Americans collectively owe over 1 TRILLION dollars in student loans – and yet nobody seems to fully understand them.
The post The Physician’s Complete Guide to Medical School Loans appeared first on Wrenne Financial Planning.
5 Physician Mortgage Loan Downsides You’ve Not Considered
April 9, 2018Physician mortgage loans tend to get sold as the best deal. They're positioned as a no-lose product that you'd be crazy to pass on; all the benefits of traditional mortgages but without the big down payment and at no extra cost. Add in the special provisions designed specifically for physicians and you’ve got the swiss army knife of mortgage loans. Sound too good to be true?
The post 5 Physician Mortgage Loan Downsides You’ve Not Considered appeared first on Wrenne Financial Planning.
Ideal Clients
- Generation Y
- Medical Professionals
- Physicians
Ways Advisor Charges
- Monthly Fee
- Hourly
- Assets Under Management
Fee Options
- Monthly: $100+/mo
- Hourly: $200+/hr
- AUM: 1%
SEC Records
States Registered
- Kentucky