CHEYENNE – The Wyoming Medical Society (WMS) members have gained a partner in the fields of insurance and financial planning; Lucet Advisors of Denver has recently been named a preferred vendor of the Wyoming Medical Society. Lucet was formerly known as Clark Financial out of Denver.
Lucet Advisors is a full-service financial advisory firm located in Denver, CO, with clients throughout the country. Lucet Advisors has specialty divisions serving healthcare professionals, divorcees, small business owners, estate planning, and investor clientele.
Lucet Advisors works with The Guardian Life Insurance Company of America (Guardian) to provide some of its disability insurance products.1 As of 8/2/2016 Guardian scored an A++ rating from AM Best Company, an AA+ from Standard and Poor’s, Fitch Ratings is AA+, and Moody’s Investment Service ranks Guardian an Aa2, which is the third highest of 21 different ratings. Guardian’s Comdex Ranking is 98. Comdex is not a rating, but a composite of all ratings that a company has received from the four major rating agencies. Comdex percentile ranks the companies, on a scale of 1 to 100 (with 100 being the best).
“Lucet Advisors has carved out a strong niche in the world of insurance and especially disability insurance for medical professionals,” said WMS Executive Director Sheila Bush. “Lucet and their partners at Guardian have a long list of medical associations as their clients, and understand the medical space better than most.”
The Denver-based firm offers Wyoming Medical Society members a complimentary in-depth insurance review for everything from personal and business disability insurance to business succession planning and investment advice. Lucet Advisors will make itself available to meet one-on-one, in person, via phone, or web meeting.
“We are passionate about helping medical professionals attain their greatest financial goals, and to keep more of what they make on their balance sheet,” said Misha B. Schryer, a financial advisor with Lucet Advisors.
“We are looking forward to not only being a resource to the members but also to being a friend of Wyoming Medical Society and Preferred Vendor as well as advocating for continued membership and collaboration.”
The WMS’ Preferred Vendor program features companies interested in offering discounted products or services to WMS members in exchange for an endorsement from the WMS. WMS staff vets candidates for the program before being voted on by the WMS Board of Directors.
For more information, contact Misha Schryer at 303-714-5891, or email at firstname.lastname@example.org to request a complimentary financial strategy review.
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1Individual disability income products underwritten and issued by Berkshire Life Insurance Company of America (BLICOA), Pittsfield, MA. BLICOA is a wholly owned stock subsidiary of and administrator for The Guardian Life Insurance Company of America (Guardian), New York, NY or provided by Guardian. Product provisions and availability may vary by state.
2Misha B. Schryer, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly-owned subsidiary of Guardian. Lucet Advisors is not an affiliate or subsidiary of PAS or Guardian. Lucet Advisors is not a Registered Investment Advisor. 2016-26654 Exp. 8/18