The Wisconsin Medical Society created WisMed Financial to provide financial advice physicians can trust and alleviate financial stress which may contribute to physician burnout and dissatisfaction. Or to state it in a more positive way, good financial planning may help physicians lead a more fulfilling personal and professional life.
"I help Wisconsin physicians and their family improve their future with smart financial planning. As a commission-free firm, you know the advice is pure. As a fiduciary, I always act in your best interest."
- Mark Ziety, CFP®, AIF® Executive Director
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to check out all the material on our website. If something prompts a question, please send a quick email or call the office. We look forward to speaking with you.
It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. After understanding your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.
We invite you to check out all the material on the website. If something prompts a question, please send an email or call the office.