Ron Paprocki

From One Generation to the Next: A MEDIQUS Client Case Study

MEDIQUS Asset Advisors is well known for providing financial services to medical groups and nonprofits. But, we also are experts in guiding individual physicians – and their families – toward their personal financial goals. This is the story of our long-term engagement with one doctor and how that relationship became multi-generational.* The clients We first …

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MEDIQUS: Helping a Nonprofit Educate Donors on Smarter Ways to Make Charitable Donations

Most medical nonprofits are asking the same questions: Here’s what happened when one organization asked MEDIQUS to help them address these questions.* The Client Founded more than a century ago, this international nonprofit operates a philanthropic foundation that provides educational and research opportunities for doctors, fellows, residents, and medical students to enhance their medical knowledge …

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How MEDIQUS Helped One Doctor Make a Plan for the Retirement They Wanted 

In addition to advising medical nonprofits, another major focus of MEDIQUS is providing financial services to individual physicians. Here’s a good snapshot of how that can look… Meet Bob & Dr. Pam Smith* Bob Smith and his physician wife Pam (not their real names) were living on the west coast with their two children.  Pam …

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