View Our Customer Relationship Summary

Skip to main content

Square Focus Wealth Strategies

Medical Professionals

At Square Focus Wealth Strategies, we recognize that medical professionals have distinct financial needs. Whether you need help preparing for retirement or ensuring you have comprehensive financial planning and protection strategies in place, we are here to support you in every way.

With our experience working with medical professionals, we understand that your financial needs differ from those of other professionals. Our team is committed to offering you the expertise and resources specifically tailored to your financial situation. We take the time to thoroughly understand your needs, goals, and complete financial picture. Our goal is to provide the most effective strategies, products, and solutions for individuals in your field. .

We can assist with:

Disability Income Insurance
Retirement Plan Options
Employee Benefits
Retirement Income Planning
Education Planning
Debt Management
Asset Protection

CRN202509-6705929

<script> $(document).ready(function () { $(".agents_list #CustomTitle").html("Our Team"); let removeItem = $('.profile-button').find('button').remove(); $('.agent_list li').each(function () { let name = $('#agentCard1').text(); let dataURL = $(this).attr('data-agent-url') const anchorTag = $('') .attr('href', dataURL) .attr('aria-label', "View Profile of " + name + " opens in new tab") .text('View Profile') .addClass('profile-link'); $(this).find('.profile-button').append(anchorTag); }); $.get('team.htm', function (data) { // console.log(data); let teamMember = $(data).find('ul.agent_list'); $('#team').append(teamMember); $('.agent_list li').find('.contact-info span.sr-only').each(function () { $(this).text(function (index, text) { return text.replace('Phone Number', "") }) $(this).text(function (index, text) { return text.replace('Email', ''); }); }) $('#team span').removeClass('sr-only'); $('body.agents_list #contentWrapper #content .agent_list .contact-info span').removeClass('sr-only'); }) setTimeout(() => { let removeItems = $('#team .profile-button').find('button').remove(); $('#team .agent_list li').each(function () { let name = $('#agentCard1').text(); let dataURL = $(this).attr('data-agent-url') const anchorTag = $('') .attr('href', dataURL) .attr('aria-label', "View Profile of " + name + " opens in new tab") .text('View Profile') .addClass('profile-link'); $(this).find('.profile-button').append(anchorTag); }); }, 6000) });

Check the background of this investment professional