Whether you’re interested in learning more about ways to supplement your retirement savings, exploring effective ways to transfer your wealth to the next generation or in creating a financial legacy for your favorite charity, the professionals participating in the Physicians Financial Partners program can help.

Get a 2nd Opinion

And for those physicians simply interested in a 2nd opinion of your personal finances, we encourage you to take advantage of the complimentary financial assessment available through our Physicians Financial Partners program. To schedule an assessment call 855-210-4015 or complete the Request for Information form.

Products and services available from the professionals in the Physicians Financial Partners program include:

Visit the Physicians Financial Partners home page to learn more about the products and services available from the professionals in the program. You can also contact a Physician Financial Partner at 855-210-4015 or by completing the Request for Information form to set up a no-obligation appointment to discuss your needs.

The Products and services above are offered through Millennium Brokerage Group, LLC, an approved member of AMA Insurance Agency's Physicians Financial Partners program.

Disclosure:
Millennium is a strategic marketing partner of AMA Insurance Agency, Inc. (AMAIA) and has been approved by AMAIA to participate in its Physicians Financial Partners program. The tools, resources and products described on this web page are offered through Millennium Brokerage Group, LLC and other financial professionals.