In order to help Wisconsin Medical Society members be secure, the Society has launched WisMed Financial, Inc. “Helping members with their finances can change the direction of a family and is a tremendous responsibility. WisMed Financial will have a meaningful and positive influence for our members,” said Mark Ziety, CERTIFIED FINANCIAL PLANNER™. And the data supports it. Fifty percent of physicians under age 40 who use a professional financial advisor are ahead in savings, emergency funds and retirement tools according to a report.
To ensure the client’s interest always comes first, the company follows a no commission, fee-only model and is held to the fiduciary legal standard. According to The White Coat Investor®, it is estimated that 80% of doctors need, want and should use a financial planner and/or an investment manager. So it was important to put these high standards in place at the company’s creation.
Providing top-notch service and products is critical, too. The firm is partnering with TD Ameritrade, RightCapital and other industry leaders. In addition, Mark Ziety brings more than 15 years of experience, he is a CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary®.
The company helps members invest and plan for retirement, eliminate student loans, reduce taxes, plan for their family (wills and trust), charitable strategies, college funding and other personal financial matters. Mark can be reached at firstname.lastname@example.org or 608.442.3750.