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.
Helpful Content
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
Can I Create a Roth if I’m Over the Income Limit?
Use this article to start conversations about the “backdoor” Roth IRA strategy.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
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Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Emerging Market Opportunities
What are your options for investing in emerging markets?
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.