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.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
What kind of auto insurance should you have? Do you know?
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Do your insurance needs stay the same when the nest empties?
Five strategies for managing your student debt.
Net Unrealized Appreciation and how it affects tax responsibilities.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps estimate your federal estate tax liability.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
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.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Making the most of surprises is a great reason to work with us.
The market is as unpredictable as the weather. We’d love to help you prepare.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Here are five facts about Social Security that might surprise you.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”