MD Planning Group, LLCFor more information, visit our website.
MD Planning Group is dedicated to meeting the insurance, employee benefits, retirement planning, and investment needs of you and your company. Understanding the financial challenges of building and maintaining a successful corporation is our business. Our goal is to provide you with innovative financial services solutions so that you can focus on your primary goal of becoming personally and professionally successful. We protect you with long-term care, disability, and life insurance. Save time and money with employee benefits solutions like group health, disability insurance, and pension programs. Get access to institutional money managers with low fees from our investment advisory services.
Our goal is to provide you with innovative financial services solutions so that you can focus on your primary goal of becoming personally and professionally successful.
Our Company Mission
- To provide financial information, counseling, and product resources to members of the corporate community and their families.
- To focus exclusively on the corporate community in order to gain unique insight into special needs of professionals and their families to identify and/or develop proprietary products specifically tailored to their unique situations.
- To provide our clients with the most up-to-date information available regarding financial services and insurance products and to assist them in making the most informed decisions possible.
- Where the purchase of a financial product is indicated, to research carefully the marketplace and make available the product or products best suited to the client's needs considering specifics of the product as well as the financial stability of the under lying carrier.
|Accounts Receivable Factoring||Directors and Officers Insurance|
|Accounts Receivable Protection||Disability Insurance|
|Benefits Analysis & Products||ERISA/Pension Bonds|
|Business Insurance||Home Loans (100% Financing|
|Business Overhead Expense Coverage||Home and Auto Insurance|
|Cafeteria (SEC 125) Plans||Individually Managed Accounts|
|Captive Insurance Structures||International Insurance Products|
|Commercial Insurances||Life Insurance Products|
|Comprehensive Estate Planning||Life Settlements|
|Comprehensive Financial Planning||Long Term Care Insurance|
|Deferred Compensation Planning||Medical Malpractice Insurance & Cost Reduction Strategies|
|Direct Participation Investments||Non-Profit Deferred Compensation|
|Payroll Services||Retirement Plan Analysis|
|Practice Formation||Retirement Plan Implementation|
|Primary Residence Protection Structures||Section 1031 Property Exchange|
|Property and Casualty Coverage||Structured Settlements|
For AIH Advantage Program information on these products, please contact BJ Jones at the phone or e-mail listed below.
|Company||MD Planning, LLC|