Medical Professionals

Mowinski Financial has the products and services necessary to cater to the unique needs of medical professionals, providing the planning and strategies to help you protect the savings and earning power you have achieved in your profession. Whether you are starting a practice or you are part of an established practice, Mowinski Financial can provide the solutions to help meet your needs.

Areas to consider in your profession often include:

  • The type of disability and life insurance you put in place.
  • The type of retirement plan you open.
  • Estate and succession planning.
  • Benefits planning.
  • Customized financial planning.
  • Employee retention.
  • Student loans and debt management.
  • Risk management.
  • Investment management