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.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
The Business Cycle
How will you weather the ups and downs of the business cycle?
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Learn when it may not make sense to file a claim on your home insurance.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Here’s a guide to explain all the parts of Medicare.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
It's important to understand how inflation is reported and how it can affect investments.
Beware of these traps that could upend your retirement.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate your monthly and annual income from various IRA types.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps estimate your federal estate tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much of your Social Security benefit may be considered taxable.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
There are hundreds of ETFs available. Should you invest in them?
It's easy to let investments accumulate like old receipts in a junk drawer.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
A bucket plan can help you be better prepared for a comfortable retirement.
How does your ideal retirement differ from reality, and what can we do to better align the two?