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
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A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
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Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
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When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.