• Skip to main content
  • Skip to footer

Medicus Wealth Planning

START THE PROCESS

  • Services
  • Who We Serve
    • Early Career Physicians and Working Professionals
    • Mid-to-Late Physicians and Established Professionals
    • Transitioning into Retirement
  • About Us
  • Blog
  • Secure File Upload
    • Share Files with Mark
    • Share Files with Dan
    • Share Files with Kevin
  • Contact

Our Wealth
Management Services

TRULY HOLISTIC SOLUTIONS THAT ALLOW YOU
TO ENJOY LIFE, NOT WORRY ABOUT YOUR WEALTH

What’s on your mind?

I don’t have the time to manage all of my money on top of my career

I’m burnt out and want to retire early but don’t know if I can

My employer’s compensation is complex and I need expert help

HOW WE HELP

With so many things to balance,
you deserve an experienced advisor
who can manage everything

Retirement Preparation

Get things in order as you reach the end of your career.

Preparing for and transitioning into retirement comes with a lot of important decisions. We create a cohesive plan that takes into consideration all your sources of income such as social security, pensions, rental income, and required minimum distributions. We will develop a plan that will keep your taxes low, reduce costs, maximize investment returns, lower portfolio risk, and preserve your savings.

What does this mean?

  • Map out expenses in retirement including taxes, and design an income
    plan to meet those expense needs
  • Implement a portfolio to keep your investments growing over time
  • Take advantage of tax strategies to reduce tax over your lifetime
Tax Planning & Preparation

We’ll establish a tax-efficient plan and help you prep and file.

Taxes are often the largest expense you'll have in your lifetime. The tax-saving strategies you implement and the timing of the implementation can result in a substantial amount of money saved. Our tax planning aims to help keep taxes low today and into retirement. We accomplish this through a dedicated annual tax planning meeting, recommending specific strategies, helping you implement those strategies and preparing and filing your taxes.

What does this mean?

  • Roth conversions, charitable giving strategies, coordination and timing of income streams (e.g. pension, social security, required minimum distributions)
  • Qualifying for the Premium Tax Credit to pay for health insurance before Medicare age.
Investment Management

Expand your opportunities with a portfolio aligned with your risk tolerances

Our approach to investment management is based on improving the risk/reward relationship.

We constantly ask ourselves how can we reduce the volatility in your portfolio while still achieving the rate of return you need to support your lifestyle in retirement.

What does this mean?

  • We focus on owning low-cost and widely-diversified investments
  • We analyze our portfolios monthly to ensure we're holding the right asset classes at the right time to take advantage of momentum in the stock market and reduce risk when appropriate
  • We never make investment decisions based on emotions, political beliefs, or headlines
3 EASY STEPS

Start the process.

Step 1

Schedule an initial consultation to get to know us and share your goals

Step 2

Discuss your financial objectives and assess your current situation

Step 3

Review our recommendations and implement your new holistic plan

START THE PROCESS Arrow

Looking for something more DIY?

We also support clients who want to consult with an expert,
then manage their own finances and investments.

We will help define your goals and objectives, review your current financial picture,
and make recommendations along with tangible tactical strategies for you to
execute on.

SCHEDULE YOUR CONSULTATION Arrow

WHO WE SERVE BEST

See how our experience has helped
others find the financial clarity they
need, and how we can help you too.

Early-Career Physicians
and Working
Professionals

VIEW CASE STUDY Arrow

Mid-to-Late Physicians,
healthcare Professionals

VIEW CASE STUDY Arrow

Physicians and Professionals Transitioning into Retirement

VIEW CASE STUDY Arrow

Medicus Wealth Planning: Site Footer Logo
CONTACT US

kevin@medicuswp.com

DRAPER OFFICE

11681 S 700 E Suite
200 Draper, UT 84020
(801) 994-4777

SALT LAKE CITY OFFICE

699 E South Temple Suite 300
Salt Lake City, UT 84102

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply

Form CRS | Form ADV | Privacy policy | Disclaimer | Web Accessibility | Site Map

Copyright ©2025 Medicus Wealth Planning. All Rights Reserved. Designed by TinyFrog Technologies.