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.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
There’s a link between debt and stress.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Investors who put off important investment decisions may face potential consequence to their future financial security.
This worksheet can help you estimate the costs of a four-year college program.
Being healthy not only makes you feel good, it may also help you financially.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator will help determine whether you should invest funds or pay down debt.
This calculator shows how inflation over the years has impacted purchasing power.
This questionnaire will help determine your tolerance for investment risk.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
There are hundreds of ETFs available. Should you invest in them?
All about how missing the best market days (or the worst!) might affect your portfolio.