Medfinity Financial

With over 18 years of experience working with Physicians and Dentists, Chad Smith, Tim Schafer, and Aaron McDonald created Medfinity Financial to specialize the financial education and coaching for medical professionals. Chad, Tim, and Aaron are committed to learning about each client’s individual situation and how to effectively coordinate each financial decision into their larger financial picture. They understand the unique financial opportunities and issues that being a Physician and/or Dentist presents. They are knowledgeable on the various student loan programs, own-occupation specialty-specific disability protection, reducing the tax impact on wealth building, proven asset management strategies, reducing financial stress, and positioning clients to enjoy their money throughout their lives. Additionally, they have experience with the local hospital systems, their benefit packages, and can coach on the best way to coordinate all of the financial decisions their client’s make. For Firm disclosure please visit This material is intended for general use. By providing this content, Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. 2022-139343 Exp 6/24