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The Full Story

About

FinancialMD is a financial planning company dedicated to making people financially healthy. Healthy finances have less taxes, lower costs and efficient paths to achieving life goals. Our skill is simplifying financial health, and our specialty is coaching our clients to make the best decisions in their finances.

Mission

FinancialMD guides, educates, and empowers people to achieve their unique financial needs and wants, through every phase of life.

Vision

To make financial planning accessible, understandable and simple.  We believe that everyone deserves access to financial education and guidance, and our role is to come alongside our clients, with expertise and empathy, and ensure they have the best possible path to reach their goals and dreams.

Our Values

Respect

We treat our FinancialMD family with the respect we would want. That means giving people the benefit of the doubt, and seeing the value that they bring - we believe everyone has gold inside of them. Our clients can expect the same level of respect, both in how we treat them, and how we treat their financial assets and goals.

 

Integrity

Integrity is the foundation of what we do, both at work and at home. Fiduciary is not enough for us - we handle our clients like we would treat our own family. We make decisions and recommendations as though it was our own money. Integrity also means we honor our commitments, and do what we say we’ll do, when we say it.

 

Service

Service is how we lead. The first will be last, and the last will be first. We always ask ourselves the question, “Am I providing massive value? Our clients needs go before ours, always.

 

Excellence

At the end of the day, we lay our head on our pillow knowing we did our very best. We hold ourselves to a standard that we would be proud to have our kids observe.

Contact Us

325 E. Grand River Ave.

Suite 250

East Lansing, MI 48823

(888) 517-1663

info@financialmd.com

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Financial MD

© 2024 by Financial MD, LLC

Investment advisory services offered through FinancialMD, LLC, a Registered Investment Adviser. Registration as an investment adviser does not imply a certain level of skill or training. This website is provided for informational purposes only and nothing contained herein should be construed as a solicitation to buy or sell any products. Advisory services are offered only to clients and prospective clients in places where FinancialMD and its investment adviser representatives are registered or exempt from registration. Investing involves the risk of loss of principal. Past performance is no guarantee of future performance and no investment strategy can guarantee profit or protect against loss. FinancialMD does not provide medical advice, nor are any of it's personnel medical professionals.

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