Independent Advice

Comprehensive wealth management involves more than investing or asset management. It requires a holistic “big picture” approach that helps to effectively serve all of your financial needs: today, and in the years to come.


Since 1987, our team of Certified Financial Planners™ at Medallion has provided a high standard of comprehensive financial planning.


The planning process begins with an extensive discussion and understanding of your personal goals and key concerns. Each financial plan reflects our client’s individual priorities and needs. As time passes, your goals and situations change. We will fine-tune all the relevant areas of your plan, including:


  • Investments
  • Insurance
  • Estate
  • Tax plan
  • Retirement income.


This ongoing service provides peace of mind that all of your issues are being considered and attended to.

If you still have questions, please remember we have helped hundreds of investors – in good times and in bad – plan for retirement.

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