Skip to main content

Wechsler Marsico Simpson

  •  Tel: (610) 565-9550
  •  Fax: 610-892-0822
  •  

Wechsler Marsico Simpson

  • Home
  • About Us
    • Associates
    • Career Opportunities
    • Our Company
  • Client Center
    • Products and Services
    • Advanced Planning Library
    • Client Access
  • Who We Serve
    • Medical
    • Attorneys
    • Business Owners
    • Individuals Families
  • Resources 
    • Useful Websites
    • Economic Calculators
    • Blog
  • Contact

Proactive Planning

for a solid future

    You are here

  1. Home
  2. Who We Serve
  3. Medical Section

Medical Section

Mission: 

To design comprehensive financial strategies to help physicians and dentists understand and reach their financial goals in a time-efficient manner.


Value:

Maximizing resources to help achieve financial success over a lifelong relationship.


Team:

  • Jeffrey Marsico, CLU
  • David Marsico
  • Jeffrey Simpson, CLU, ChFC
     

Process:

Opening Meeting

  • No cost, no obligation
  • Review our firm and services
  • Discuss your situation and expectations


Discovery Meeting

  • Review your assets, liabilities and employee benefits
  • Assess your needs
  • Discuss your goals


Recommendation Meeting

  • Review our assessment of your finances
  • Discuss strategies to help meet your needs and achieve your goals
  • Implement agreed upon strategies and review annually

 

Personalized Outcome:

As a Wechsler Marsico Simpson Client, we will provide the following…

  • Organization of financial affairs
  • Develop budget to help maximize cash flow
  • Create debt repayment strategy
  • Create timeline for short term and long term goals
  • Develop life insurance strategy
  • Develop disability insurance strategy
  • Evaluate and review employer benefits
  • Create asset allocation and retirement savings strategy

Resources:

  • Helpful information for opening meeting
  • Request personalized individual disability proposals
  • Request a meeting
     

Available Informational Workshops:

Contact us today to learn more or to schedule an event…

  • Financial Strategies
  • Life Insurance
  • Disability Insurance

Who We Serve

  • Medical
  • Attorneys
  • Business Owners
  • Individuals Families

Contact us

Tell a Friend

200 East State Street, Suite 303
Media, Pennsylvania
19063 United States

  •  Tel: (610) 565-9550
  •  Fax: 610-892-0822
  •  Kathy.Hembree@wechslermarsico.com
  •  
  • Notice of Privacy Practices

Wechsler Marsico Simpson is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Wechsler Marsico Simpson are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Wechsler Marsico Simpson are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

Registered in the following states: Pennsylvania (PA)

Insurance licensed in the following states: Pennsylvania (PA)

#1717220, DOFU 3/2017

© 2022 Wechsler Marsico Simpson. All rights reserved.

Website Design For Financial Services Professionals