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:
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
