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Why Work With Medfinity

Our clients often come to us with sophisticated financial plans, basic financial plans or no plan at all. Our experience has shown that often their plan is concentrated on certain products but not how to use those products most efficiently. In other words, they lack a real strategy.  Medfinity Financial is committed to a process of coordinating our client’s protection, asset, liability, and cash flow decisions to reveal the true interdependent nature of all their financial holdings.

Individuals choose to work with Medfinity Financial for a myriad of reasons, including:

Industry Knowledge and Experience

We have 18 years of experience teaching and coaching physicians and dentists on how to make well-informed financial decisions. Additionally, our parent firm, Lucido-Morris Wealth Management, has been one of the top providers of Guardian and Berkshire disability insurance to the dental and medical marketplace for almost 40 years.  

Holistic Financial Strategies

We work to develop financial strategies that will grow with our clients throughout the years and as their careers develop, so do their plans. Our holistic approach takes into consideration fluctuating interest rates and volatile stock markets, inflation, investment allocations, and protection against economic and market cycles. This approach helps our clients feel more confident in their strategy.

Valuing Your Happiness

We do more than just manage your assets and examine the numbers. We work with you to learn your goals, needs, and aspirations. By helping you organize and better understand your finances, our hope is that you will have less stress and more time to spend doing the things you love.

We develop inspiring new ways to manage wealth through practical innovation. Contact us today to learn more.