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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.

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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This calculator can help you estimate how much you should be saving for college.

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There are some key concepts to understand when investing for retirement

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A presentation about managing money: using it, saving it, and even getting credit.

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How federal estate taxes work, plus estate management documents and tactics.

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There are a number of ways to withdraw money from a qualified retirement plan.

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Do you know these three personal finance sayings?

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Women must be ready to spend, on average, more years in retirement than men.

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Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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The Rule of 72

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