WisMed Financial, Inc.
We are a part of the Wisconsin Medical Society.
As a physician, your finances are unique.
You have goals and dreams:
- Providing for yourself and your family
- Paying off med school
- Raising children
- Saving for your future
- Giving back
- Building financial security
Our process is built around you.
1. Complimentary initial consultation
2. Financial Diagnosis
3. Financial treatment plan
4. Regular financial checkups
With your comfort, safety, and security in mind.
- A judgement free environment
- Providing reasons behind the recommendations
- Following best practices so you get the right advice
- Putting your interest ahead of ours as fiduciaries
To see how we have helped other physicians, please see some of our Sample Cases.
We look forward to meeting you soon. www.WisMedFinancial.org
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.