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.