Getting Started

We follow The MEDIQUS Way as the process to deliver consistent and dependable results for you. More than a philosophy, The MEDIQUS Way creates a road map to follow toward your financial success
Taking your first steps towards financial success is easier than you think. MEDIQUS makes it simple to evaluate and review your current situation.

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Getting Started with MEDIQUS Follow three simple steps.

  1. Download our Wealth Management Financial Discovery Form (FDF).
  2. Complete the FDF online or print and precomplete it at your own pace.
  3. For your convenience you can email it to contactme@mediqus.com fax, or mail it to us.

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Getting Started with MEDIQUS Follow three simple steps.

  1. Download our Institutional Financial Discovery Form (FDF).
  2. Complete the FDF online or print and precomplete it at your own pace.
  3. For your convenience you can email it to contactme@mediqus.com fax, or mail it to us.

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Getting Started with MEDIQUS Follow three simple steps.

  1. Download our Retirement Plan Services Financial Discovery Form (FDF).
  2. Complete the FDF online or print and precomplete it at your own pace.
  3. For your convenience you can email it to contactme@mediqus.com fax, or mail it to us.

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Getting Started with MEDIQUS Follow three simple steps.

  1. Download our Educational Lecture Discovery Form (EDF).
  2. Complete the FDF online or print and precomplete it at your own pace.
  3. For your convenience you can email it to contactme@mediqus.com fax, or mail it to us.
Our team will evaluate your Discovery Form and call you within 24 – 48 hours to schedule a time to speak to you.

Our Discovery Forms are designed to gather as much information as possible with a minimal time investment from you. The form has been designed to gather much more than objective information. We use these tools to support our on-going efforts to achieve the best possible understanding of your unique needs. Please be assured that we treat this information with the highest level of confidentiality.