MEDICAL PROFESSIONALS

SECURE FINANCIAL AND WEALTH MANAGEMENT

We work with all medical professionals, including MDs, Dentists, Veterinarians, Plastic Surgeons and Ophthalmologists.

This group of professionals works very hard and is very interested in knowing their retirement is secured. We understand their problems and special needs. As a result, we have helped many medical professionals attain their retirement goals.

A personalized financial plan covers:

  • Reserves, Cash flows and Liabilities
  • Investment Portfolio
  • Insurance evaluation and cost comparisons for Disability, Business Overhead, Medical, and Long Term Care
  • Tax Planning Strategies
  • Business Succession Planning
  • Retirement
  • Estate Planning

Von Adelung Wealth Management has over 28 years experience and the knowledge to meet all challenges.

We invite you to contact us and schedule a free consultation.

WANT TO KNOW MORE?


We will call you and answer any questions, just fill out the form below.

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