Pension Design and Management
Services to help you stay in compliance with rapidly changing federal pension laws and regulations, and strategies to mitigate fiduciary liability. Executive non-pension deferred compensation plans are also available.Disability Insurance Planning & Implementation
A wide variety of disability choices including association coverages at favorable rates.Estate Planning
Extensive planning and analysis to develop a comprehensive, written estate plan and long-term financial road map.Life Insurance Planning & Implementation
An objective review and analysis of you current needs to ensure that the coverage is properly structuredBusiness Continuation Planning
Consultations (with your attorney and CPA) for incorporations, partnerships (LLP) and comprehensive buy-sell arrangements - by professionals focused on your specific professionPrivate Client Services
Affluent individuals, executives, physicians and business owners all share the same challenge of successfully creating and managing wealth. Our comprehensive services are designed to help you identify key goals and strategies that are critical to achieving success. We are your single-source financial advocate, working with you and your advisors to achieve a common goal. Think of MD Planning Group as your resource to simplify the demands of protecting and managing your wealth thus freeing time for your family, personal endeavors and your business.
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Registered Representative of and securities offered through Girard Securities, Inc., Member FINRA/SIPC. Investment Advisor Representative of and Advisory Services offered through Girard Securities, Inc. Fiduciary Solutions, LLC and Girard Securities are not affiliated companies. Investment Advisor Representatives of and offering Investment Advisory Services through Fiduciary Solutions, LLC, a Georgia State Registered Investment Advisor.
