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OTHER SERVICES
The Med Chi Insurance Agency offers a “no obligation” insurance and financial review through a number of highly qualified individuals for:
- Estate Planning
- Retirement Planning & Distribution Analysis
- Financial Planning
- Trusts, Wills & Other Financial Services
Our professional advisory team is comprised of Certified Public Accountants, Attorneys and Registered Investment Advisors. These specialists work on a consultative basis offering specialized services to our clients and MedChi members at discounted fees.