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.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Understanding the economy's cycles can help put current business conditions in better perspective.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Understanding how capital gains are taxed may help you refine your investment strategies.
Military families face unique challenges, making personal finance even more critical.
Knowing the rules may help you decide when to start benefits.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine your potential long-term care needs and how long your current assets might last.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to better see the potential impact of compound interest on an asset.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Making the most of surprises is a great reason to work with us.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
How will you weather the ups and downs of the business cycle?