Adam Cmejla

Adam Cmejla

Adam Cmejla, CFP® is a CERTIFIED FINANCIAL PLANNERTM Practitioner and Founder of Integrated Planning & Wealth Management, LLC, an independent financial planning & investment management firm focused on working with optometrists to help them reach their full potential and achieve clarity and confidence in all aspects of life—personally, professionally, and financially. For a free copy of his “Top Five Tips to Financial Freedom” visit https://bit.ly/2Mo3NV8. Feel free to contact Adam at 317-853-6777 or adam@integratedpwm.com.

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Resources
How to Avoid 1099 Independent Contractor Tax Hell
Legal
How to Avoid 1099 Independent Contractor Tax Hell

1099 Independent Contractor status can be difficult to navigate around tax season. Make sure you don't find yourself in a difficult situation come tax time!

February 14, 2020
Lifestyle Creep and Understanding Finances for Optometrists
Finance
Lifestyle Creep and Understanding Finances for Optometrists

In this film, we discuss what lifestyle creep is and understanding finances for optometrists, particularly when they first graduate.

October 18, 2018
Guide to Year End Tax and Financial Planning Considerations
Finance
Guide to Year End Tax and Financial Planning Considerations

At year's end, all working professionals must sit down and prepare for taxes. Here is your guide to year end tax and financial planning.

November 28, 2016
Focus on Financials: Planning Your First Home Purchase
Finance
Focus on Financials: Planning Your First Home Purchase

Here is a complete guide for the new graduate, highlighting what you need to know about planning and purchasing that first home.

April 29, 2016
Should Optometrists Invest or Pay Off Student Debt? Here’s the answer.
Student Loans
Should Optometrists Invest or Pay Off Student Debt? Here’s the answer.

This article will highlight how optometrists can find the perfect balancing act between investing for the future and paying off student loans.

February 15, 2016
Should Optometrists Invest or Pay Off Student Debt? Here’s the answer. Part II.
Student Loans
Should Optometrists Invest or Pay Off Student Debt? Here’s the answer. Part II.

This article will highlight how optometrists can find the perfect balancing act between investing for the future and paying off student loans.

January 4, 2016
Here's How Refinancing Student Loans Saved Me Over 100K
Student Loans
Here's How Refinancing Student Loans Saved Me Over 100K

Student loan interest rates can be staggering. Take advice from an optometrist who refinanced her student loans. Here is how and why she did it!

December 14, 2015
Should Optometrists Invest or Pay Off Student Debt? Here's the answer.
Student Loans
Should Optometrists Invest or Pay Off Student Debt? Here's the answer.

This article will highlight if optometrists and other healthcare professionals should invest or pay off student debt first in financial planning.

December 1, 2015