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. 

Physicians' Use of Qualified Retirement Plans    87% have 401k or 403b in place    65% max out their contribution each year    58% of them have an employer match

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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