You take care of your patients. Let MEDIQUS take care of your Wealth Management.

Independence & Dignity

Physicians face a variety of financial issues and most focus on two things: Independence (the ability to do what you want) and Dignity (to do what you want in the manner you wish). We help physicians achieve their financial goals with independence and dignity and have been dedicated to that mission since our beginning.

Most successful physicians want more than just help with investments.

They want Wealth Management—a complete approach to their financial life. Wealth Management requires a strategy that focuses on three main areas: Investment Consulting, Advanced Planning and Relationship Management.

Understanding your risks, expectations and performance. Managing costs while focusing on key determinants.

Examining five critical aspects of your financial life.

• Wealth Enhancement: Increasing cash flows and mitigating taxes.

Wealth Preservation: Accumulating and preserving assets – moving you towards your financial independence or retirement goals.

Wealth Transfer: Estate planning – distributing assets and controlling possible taxes.

Wealth Protection: Protecting from risks, whether personal hazards or litigation.

Charitable Giving: Making whatever charitable gifts you choose in the most tax efficient manner possible.

Client Relationships: Communicating regularly, responding efficiently.

Professional Network Relationships: Bringing the best professionals to the table so they can help – whenever needed.

Client Advisor Relationships: Working with existing advisors who are important to you. We never want to disrupt an excellent relationship – they are difficult to find!

Second Opinion Service

In this challenging economy, you may be wondering if you are truly doing the right thing when it comes to your financial future. Whether your situation is complex or you’re just unhappy with the advice from your financial advisor, we will complete a comprehensive review of your financial plan and educate you on the areas you are doing well and areas that could use improvement.

  • Discovery Meeting. At this session we learn as much as possible regarding your accomplishments, goals and current strategies.
  • Stress Test. Based on our discovery, we “stress test” these goals to determine the feasibility of a successful outcome. Hopefully we can confirm you are on track to achieve your financial goals in a manner consistent with your values.
  • Recommendations. If needed, we will suggest ways in which we can help, including recommending another provider if we are not a good fit for your needs.

Strategic Financial Analysis

If you have never examined the impact of your financial decisions MEDIQUS can develop a Strategic Financial Analysis to help you.

We will help you answer the tough questions:
  • Retirement: How much should I save each month to reach my retirement saving goal? What accounts should I utilize to reach my goal in the most efficient manner?
  • Education: How much money should I save each month to pay for future college education costs for my children? What accounts should I use to most effectively save?
  • Risk Management: Will my family be taken care of if I die or become disabled? What types of coverage can best protect those that I love?
  • Asset Protection: How can I protect my assets in the event I am sued?
  • Portfolio Analysis: What is my investment strategy? What investment model can achieve my performance objectives while also minimizing my risk?
  • Estate planning: What should I have in place to ensure my assets pass to those I care most about?

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