specialists in the financial needs of physicians
For over a decade, we've worked exclusively with medical professionals. That means we understand the unique challenges facing physicians and have the experties to offer comprehensive financial planning at every stage of your career.
Independent advice & product recommendations
We're completely independent, not tied to any bank or investment approach. This means that we can offer the right advice and products for your needs.
Part of a network of strategic partners
We've built a network of professional partners - lawyers, accountants and bankers, etc. - to provide you access to all the expertise you'll require.
What our clients say
“Rex Chan and his staff at Clarity MD Services have been a great team to work with. They are professional, knowledgeable, and timely with their advice. I feel extremely well supported as they know the stress and demands that residency places on new doctors. ”
“Rex and his group took the time to help me understand the significance of what insurance I was signing up for. He is always quick to keep me updated me on any changes and options that become available to me. Rex and his team are always willing to answer any questions and their constant support is refreshing.”
“From day one, I’ve felt that I’ve been well taken care of, had all my questions answered comprehensively and in a timely manner, and really felt that Rex had my best interests in mind. I have no complaints and am very happy with the help and guidance he’s provided for me. ”
