MD Planning Group: Services

Exclusive Financial Services

Pension Design & Management:

Services to help you stay in compliance with rapidly changing federal pension laws and regulations, and strategies to mitigate fiduciary liability. Executive non-pension deferred compensation plans are also available.

Disability Insurance Planning & Implementation:

A wide variety of disability choices including association coverages at favorable rates

Estate Planning:

Extensive planning and analysis to develop a comprehensive written estate plan and long-term financial road map

Life Insurance Planning & Implementation:

An objective review and analysis of your current needs to ensure that the coverage is properly structured

Business Continuation Planning:

Consultations (with your attorney and CPA) for incorporations, partnerships (LLP) and comprehensive buy - sell arrangements - by professionals focussed on your specific profession

Private Client Services

Affluent individuals, executives, physicians and business owners all share the same challenge of successfully creating and managing wealth. Our comprehensive services are designed to help you identify key goals and strategies that are critical to achieving success. We are your single-source financial advocate, working with you and your advisors to achieve a common goal. Think of MD Planning Group as your resource to simplify the demands of protecting and managing your wealth thus freeing time for your family, personal endeavors and your business.

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Bank of America Mortgage

Together, Bank of America and MD Planning Group, LLC will diagnose your needs and prescribe the perfect financing for your home
With our No Money Down Doctor Loan, we can help you make your dreams of homeownership a reality.