Many financial professionals may only focus on selling products, not solving problems. Our independence helps us stay objective when analyzing financial products, vendors, and referral relationships. It also allows us to guide our clients with a clear conscience and give the best advice available.
Some traditional financial professionals may not focus on improving your personal and practice finances and may only focus on investing excess money. This is where The Medicus Group is different. We see the big picture. Your personal and practice finances are closely related. Not only are we knowledgeable in retirement planning, but we understand marketing, consulting, financing, and equipment.
When it comes to financial services have you ever wanted someone you trust to "just handle it"? At The Medicus Group, you have a personal relationship with a trusted financial professional who tracks your finances. You also have access to our team of specialists. If you have a question, just call your financial professional's cell phone, email, or meet in person.
At The Medicus Group, we understand the unique issues medical professionals face, like dealing with real estate and practice financing, student loans, overhead, and saving for retirement. Because of this experience, we've built a financial roadmap that addresses your most pressing concerns and helps prepare you for a successful retirement.
As a client, we maintain your personal financial website called The Living Balance Sheet® with a current practice valuation along with real estate values, loan balances, bank accounts, insurance policies, and investments. Check your smart phone, tablet, or computer to know what you are worth, at any point in time.
The Living Balance Sheet® (LBS) and the LBS Logo are registered service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2016