Financial Planning Services

You have access to vetted professionals through the Physician Financial Partners Program

Financial Planning

Through our Physicians Financial Partners program, doctors have access to outside professionals who offer a variety of financial planning, retirement planning and wealth management services.Work with a vetted financial professional who offers an interactive, web-based financial planning service.

Financial professionals focused on you

According to our 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.

Established in 2011 our Physicians Financial Partners (PFP) program provides doctors with access to a nationwide network of independent 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 professionals who offer a wide variety of financial strategies, services and products, including:

  • Wealth Management

  • Financial Planning

  • Life Insurance

  • Annuities

  • Physicians 401(k)

  • Long Term Care Insurance

Learn more – Contact a Physicians Financial Partner

To find a vetted Physicians Financial Partner, call 888.627.5902, email, or complete the Request For Information to be contacted without obligation.

The tools, resources and products described above are offered through Millennium Brokerage Group, LLC, and other planning professionals approved to participate in our program. Millennium is a strategic marketing partner of AMA Insurance (AMAI) and is an approved member of AMA Insurance’s Physicians Financial Partners Program.