Find a vetted, experienced independent advisor through our Physicians Financial Partners program to help you achieve your personal financial goals.
Financial Planning Services (NEW)
Through our Physicians Financial Partners program, doctors now have access to an interactive, web-based financial planning service, with special rates for AMA members. All planning services are provided by CERTIFIED FINANCIAL PLANNER®professionals in our Physicians Financial Partners program. All planning services are fee based, providing complete fee transparancy. To learn more about the new Financial Planning Services call 855-210-4015.
Financial professionals focused on you
According to our recent 2016 Report on U.S. Physicians’ Financial Preparedness, 57% of physicians use a professional financial advisor. Those who don’t say it’s because they haven’t found someone they trust – and/or they lack the time needed to find one.
In 2011, we introduced our Physicians Financial Partners (PFP) program to provide doctors with access to a nationwide network of independent, local and experienced professionals who have undergone a comprehensive due-diligence process by AMA Insurance. This vetting process assures that best-in-class financial professionals become members of our network, and earn the right to be called an approved Physicians Financial Partner.
Talk to a Physicians Financial Partner
Through our Physicians Financial Partners program, you’ll have access to a wide variety of financial strategies, services and products, including:
- Wealth Management
- Traditional & Roth IRAs
- IRA Maximization Strategy
- Retirement Planning
- Bear-Proofing Retirement Savings
- Cash Value Life
- Disability Income Protection
- Long Term Care
- Physicians 401k
Learn more - Contact a Physicians Financial Partner
The tools, resources and products described above are offered through Millennium Brokerage Group, LLC, and other planning professionals. Millennium is a strategic marketing partner of AMA Insurance (AMAI) and is an approved member of AMA Insurance’s Physicians Financial Partners Program.
Contact Physicians Financial Partners