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Medicus Wealth Planning

Planning for retirement can be daunting.  Answering questions such as when can I retire, how long will my money last, and when should I take Social Security are a few of the many questions every person preparing for retirement should ask themselves.  Medicus Wealth Planning specializes in answering these questions and many more through our comprehensive planning process.  Our fee-only model allows us to act as Fiduciaries and eliminate any conflict of interest. Through our on-going six month reviews with clients we ensure that you are always invested correctly, have an updated and accurate financial plan, and are on track to enjoy your desired lifestyle in retirement.  Our main focus is to provide you with peace of mind as we work together to achieve your goals.

Every Client has a Comprehensive Financial Plan

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Every Client has a Semi-Annual Review

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Every Client is Owed the Care of a Fiduciary

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