Medicus Wealth Planning, Inc.
Medicus Wealth Planning is a comprehensive fee-only financial planning firm. We focus on a dynamic financial planning process to ensure our clients meet their short and long term goals.
- Each client has a financial plan that includes an analysis and recommendations on cash-flow management, risk management, investment portfolio design, retirement planning, college planning, tax and estate planning.
- We design our client's investment portfolios using low-cost investment such as ETF's, index mutual funds, and individual stocks.
- We meet with clients every 6 months to review and update their financial plan, track their progress, and to review and re-balance their investment accounts.
Our main goal is to provide peace of mind to each client through a systematic process that ensures they are always invested correctly and on track to meet their desired lifestyle.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.