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