Retirement & Estate Planning
Independent advisors in our Physicians Financial Partners program offer effective strategies to accumulate, preserve and transfer your wealth.
Supplemental saving beyond qualified plans
According to our latest research 2016 Report, most physicians (87%) have a 401k or 403b qualified savings retirement plan in place, and many max out their contribution annually. But many physicians will need 75%-85% of their pre-retirement income to maintain their lifestyle, and accumulating that much with the contribution caps placed on qualified plans can be a challenge.
Through our Physicians Financial Partners program, you have access to vetted professionals who offer other products and savings techniques to supplement your savings, often referred to as Non-Qualified Deferred Compensation plans.
Sophisticated retirement strategies
Our Physicians Financial Partners (PFP) program was developed to provide you access to a nationwide network of vetted financial professionals with deep experience in financial planning, investment strategies, family security and taxation. A PFP professional can help you hone your retirement plan, provide you with spend-down strategies, and even insulate your retirement savings from market downturns.
- Protection against potential downturns (“Bear-proofing”)
A PFP financial planner offers products that could help buffer your retirement accounts during down markets. Read more.
- Reposition your IRA assets to maximize legacy and control
Talk to a PFP professional about new options available to help you “stretch” your IRA assets, help provide dollars for Long-Term Care, transfer wealth to the next generation or create a charitable legacy. Read more.
Get a 2nd Opinion
For physicians simply interested in a 2nd opinion, a vetted Physicians Financial Partner can provide a complimentary financial assessment. Schedule an assessment by calling 855-210-4015 or complete the Request for Information form.
To find a vetted independent Physicians Financial Partner in your area, call 855-210-4015 or email firstname.lastname@example.org.
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