Our team is here to help you and your family through life's changes, and believe growing wealth should be accompanied by a strong defensive plan. We advise our clients to incorporate the appropriate insurance products and coverage amounts to help mitigate unintended losses into their financial plan. Due to our location in one of the most litigious areas of the country (South Florida) and our focus on medical practitioners who often fall into higher tax brackets, we place the core of our planning process on asset protection and tax efficiency. 

Life Events

• Family & Life Changes
• Preparing for the Future
• Career Changes
• Unexpected Hardship
• Unanticipated Wealth
• Loss of Loved One

Services

• Retirement Planning
• Philanthropic Planning
• Legacy Planning
• College Planning
• Wealth Accumulation
• Budgeting and Cash Flow Analysis
• Student Loan/Debt Evaluation
• Reallocation

Products

We offer a wide range of products designed to provide you with flexibility to help meet your needs during life's unique situations. Our investment division at Medi Financial provides access to fiduciaries who help professionally manage wealth.

• Life Insurance
• Fixed, Variable, and Indexed Annuities
• Disability Income Insurance
• Individual Retirement Account (IRA)
• Long Term Care Insurance
• Stocks, Bonds, Exchange Traded Funds (ETFs), Mutual Funds
• REITs
• Alternative Investments
• Fee Based Portfolio Management
• Brokerage Accounts
• Trust Services
• 529 College Savings
• Custodial Accounts

Any discussion of taxes is for general information purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax, or accounting advice. Clients should confer with their qualified legal, tax, and accounting advisors as appropriate.