M.D. Financial Services
MD Financial Services is a full-service financial firm that focuses on helping physicians protect their future with disability income insurance and grow their wealth through personalized investment strategies. Our team has over 24 years of experience exclusively serving physicians and we have helped thousands of active physicians around the country protect their families and prepare for a comfortable retirement.
“Own Specialty” disability contracts that pay when you are unable to perform the duties of your specialty, even if you retrain for another specialty or occupation.
Discounts on disability contracts that can substantially lower your annual premiums.
Integrated investment management and personalized wealth management services to help you prepare for a successful retirement.
Tax efficient investment strategies to minimize taxes and maximize your after-tax returns.
Asset protection from frivolous lawsuits and costly litigation.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
It may help your business be better prepared in the event of the death of a principal or key employee.
When considering life insurance, it's important to understand your options.
Simple steps may help you foil hackers and protect your privacy.
There are things about Social Security that might surprise you.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
What is your plan for health care during retirement?
A quick history of the Federal Reserve and overview of what it does.
Pundits say a lot of things about the markets. Let's see if you can keep up.
How will you weather the ups and downs of the business cycle?
Are you ready for retirement? Here are five words you should consider.