We believe in a holistic approach to financial planning – one that considers every aspect of your unique financial situation. As part of Mortenson Dental Partners’ investment in you, we’ve partnered with MDP to provide you with an annual financial planning benefit to help you better prepare for your financial future. We understand that engaged and fulfilled doctors provide the best care for patients, for their own families, and for the organization. Cerity Partners is here to provide you with financial education and, fiduciary advice that best fits the needs of your individual situation.
As a MDP doctor, you have access to Cerity Partners’ comprehensive financial planning services at a discounted rate. Our team of advisors and consultants act in a fiduciary role, making sure all financial decisions are in your best interest and align with your personal goals. Comprehensive Financial Planning with Cerity Partners will include the following:
We believe creating a financial plan is the first step toward a successful retirement. Many factors affect your financial future, so we’ve created an in-house team of specialists to help you along the way.
We believe creating a financial plan is the first step toward a successful retirement. Many factors affect your financial future, so we’ve created an in-house team of specialists to help you along the way.
Our MDP advisor team and fellow colleague are extremely excited about joining Cerity Partners. We believe our teams are stronger and more equipped to continue servicing our existing MDP clients, employees and retirees. With consistent change related to your MDP benefits, it has never been more important to have ongoing communication and direction from a trusted resource.”Julio V. Driggs, JD, Principal
Building for the future requires a comprehensive plan built on knowledge and experience. We believe that in order to provide our clients with the financial foundations they need to succeed, we must first take time to fully understand the depths of their personal financial goals.
For this reason, we offer a complimentary consultation to review the following topics and address any questions you may have:
Cerity Partners has a contract with MDP to provide financial planning services to MDP employees. MDP compensates Cerity Partners for these services, creating a potential conflict of interest. MDP does not endorse our services, and participation is voluntary.
See our full disclosures page for more information.
Schedule your complimentary discovery call with an advisor who specializes in your company benefits. They will assist in seamlessly incorporating these benefits into your broader financial strategy, guiding you forward in your financial journey.
Principal
Julio V. Driggs
Principal
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