MD Financial Advisors

Josh Lantz

Every successful medical practice has a Chief Financial Officer. The CFO coordinates all financial affairs so the practice can grow and prosper. MD Financial Advisors believes physicians deserve the same type of advice about their personal finances.

At MD Financial Advisors we are committed to one goal: to make every doctor a “Raving Fan”. We sit on the same side of the table, working in collaboration with physicians’ other advisors, to create a customized financial plan that will help physicians both build and protect their wealth. To date, over 40% of our new clients are referrals from existing physicians.

We guide you through complex financial matters by developing a comprehensive financial plan focused on these key areas:
1. Student Loans
There are many different options available to student loan holders.  We create a summarized plan that shows all of your options along with financial projections.  We then provide advice on whether you should pursue loan forgiveness, forbearance, refinancing, minimum payments, or accelerated pay downs.

2. Home Buying Analysis
Buying a home can be complicated when you consider all of many options available to you. We help physicians evaluate the lender options that are best for their situation.  

3. Contract Review
Most job contracts read like a foreign language. We help physicians understand their contracts and avoid the common landmines. Many of our clients have negotiated $5,000 to $25,000 dollars more in extra pay or bonuses using our guidance.

4. Asset Protection
Society thinks you’re wealthy.  As a result you are a target for lawsuits.  You can take steps to protect your assets and income from frivolous lawsuits.

5. Investments
Physicians appreciate our transparent, proven, and scientific approach to investing. We use low Dimensional Fund Advisor funds to create diversified portfolios customized to your situation.

6. Retirement Planning
Most physicians view retirement as the point in which they can decide to work because they are financially free.  Physicians have challenges unique to your occupation: you start saving later than your peers, you typically want to retire earlier, and tend to live healthy lives so you will have a longer retirement which all require more savings.  We help you develop a savings plan so you don’t have to worry about your future.

And Many More. See our Website for more information:

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