Supplemental saving beyond qualified plans

According to our latest research 2016 Report on U.S. Physicians Financial Preparedness, 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.

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

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. 

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