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.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
You’ve made investments your whole life. Work with us to help make the most of them.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
There’s a link between debt and stress.
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
Knowing the rules may help you decide when to start benefits.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This questionnaire will help determine your tolerance for investment risk.
This calculator will help determine whether you should invest funds or pay down debt.
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 importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Why are 401(k) plans, annuities, and IRAs so popular?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Here are five facts about Social Security that might surprise you.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
With alternative investments, it’s critical to sort through the complexity.