About Us
Trust MD Corporation is a financial services company established in San Juan, PR, specialized in designing and implementing tailored financial strategies such as retirement planning strategies, capital protection strategies, advanced tax-reduction strategies, annuities and risk management strategies.
Added Value
Our biggest accomplishment has been to differentiate ourselves from the rest prioritizing and focusing on our client’s needs and wants. In order to guarantee a fully comprehensive delivery, Trust MD Corporation has developed business alliances with different financial professionals with its unique expertise.
Our Mission
Utilizing our dynamic implementation process, Trust MD’s mission is to deliver a tailored, unbiased and innovative solution to our client’s current and future financial needs based on facts, analysis and thorough examination delivered through our firm and sister companies.

Who we are

INNOVATION

Advanced strategies

PEOPLE

Our team is deddicated to working with out clients

Who we are

Our biggest accomplishment has been to differentiate ourselves from the rest prioritizing and focusing on our client’s needs and wants. In order to guarantee a fully comprehensive delivery, Trust MD Corporation has developed business alliances with different partners such as Private Equity Solutions, LLC, & Lyon Bern, LLC; all with its unique expertise in the financial industry.

INNOVATION

Advanved planning and strategies

PEOPLE

Our team is dedicated to working with out clients

WHAT WE OFFER

Our biggest accomplishment has been to differentiate ourselves from the rest prioritizing and focusing on our client’s needs and wants.

In order to deliver a comprehensive and holistic solution to our client’s needs, we rely on each of our business partners and their unique expertise.

We see a great opportunity in developing a life insurance and ‘business insurance’ line of business.

QUALIFIED PLAN DESIGN

We help our small and large businesses owners design and implement the most advanced and cost-effective qualified retirement plans.

EXECUTIVE BONUS PLANS

Executive Bonus Plans allow businesses to compensate their high-income & key executives with additional income which can be deposited into a tax-advantaged product as the life insurance with cash values.

LONG TERM CARE PLANNING

The rising costs of medicine, nurses and nursing homes, combined with a longer life expectancy, has made it extremely important for our clients to begging planning to mitigate the risk of loss of capital due to the high costs of long term care.

OUR VISION
To become the primary resource for financial services, Insurance planning, tax-reduction and capital protection strategies, for our country’s medical doctors and business owners; while expanding furthermore our clients outside of Puerto Rico.

CUSTOMERS SAID ABOUT US

fav.ico
Dr. Juan Figuera
Audiologo

Definitivamente TrustMD me ha dado una seguridad de asesoria financiera y a implementar un Plan Keog exitosamente.

fav.ico
Dr. Jerry León
Médico Fisiatra

TrustMD logró ayudarme a organizar toda la parte económica y aumentar los ingresos.

fav.ico
Dr. Michael Soler
Especialista en control de peso y medicina alternativa

TrustMD nos ayudaron a reorganizar nuestras operaciones y oficina. Los recomiendo.

LATEST NEWS

8 (Demo)
The Financial Formula

Let’s think like finance gurus. Most of our clients are either Doctors, Lawyers, Engineers or Entrepreneurs; thus, they request the…

4 (Demo)
Retirement Plan

“According to the Employee Benefits Research Institute in the United States, 96% of employed Americans will not be able to…

LICENSING

We have agents licensed to sell insurance in the following jurisdictions: PR, FL, and UT.

Contact us

Address:

1225 Juan Ponce de León Avenue #1201
San Juan, Puerto Rico
00907

Phone: 787-507-2237

Phone: 787-507-2236

Email: info@trustmdcorp.com