Reach Financial Independence Early With a Plan Made Just For You
Our Mission
Medicus Wealth Planning empowers physicians and high-income professionals to achieve financial independence and secure their financial future. We partner with you to create a personalized plan that tackles your unique financial goals and addresses your specific financial concerns.
Who We Are
Our team of experienced financial professionals holds prestigious certifications like Certified Financial Planners (CFP), IRS Enrolled Agents, MBAs, and MSFPs (Masters in Financial Planning). We are dedicated to delivering personalized service, actionable strategies, and clear communication throughout the process.
What Sets Us Apart
- Proactive Planning: We proactively schedule semi-annual reviews, quarterly check-ins, and offer ongoing guidance and new strategies to adapt to your changing financial landscape.
- Fee-Only Transparency: You receive clear and upfront pricing with no hidden fees or third-party commissions.
- Small Business Approach: We prioritize personalized service and maintain a manageable client load to ensure you receive the focused attention you deserve.
The Medicus Wealth Planning Difference
We understand that physicians and high-income professionals face unique financial challenges. Your financial plan should be tailored to your specific circumstances and goals. We take a holistic approach to wealth planning, addressing every facet of your financial life, including:
Tax Planning & Prep
- Forward-looking strategies to minimize taxes throughout your life, not just in the current year.
Investment Management
- Low-cost, widely-diversified portfolios based on your individual risk tolerance.
- Combining buy-and-hold and trend-following strategies for optimal returns.
Financial Independence
- Comprehensive plans to achieve financial independence as quickly as possible without sacrificing your current lifestyle.
Our Expertise
We have helped countless physicians and high-income earners with various financial scenarios, such as:
- Early career planning for down payment on a home or student loan balancing.
- Retirement planning and navigating the transition into Medicare.
- Managing investments and reducing taxes.
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