UMAFS offers UMA member physicians a full range of financial products and services. Our primary focus is to assist our clients in meeting their life goals through the proper management of their financial resources. Our success is not measured by performance statistics but rather by our clients` success in achieving their personal financial goals. 

Many physicians often regard financial planning as complex and confusing. As a result, they often miss out on many potentially rewarding financial opportunities. They also take unnecessary risks and fail to adequately protect their assets. That is where UMAFS can provide a second opinion and assistance. Our goal is to take the mystery out of investing, managing risks, preparing for retirement, and preserving your wealth.

Our process begins with an in-depth evaluation of your current financial situation. Once we have established your overall objectives, we will focus on your specific goals.

We will work with you side by side on a very personal basis so that you are confident in and comfortable with the suggestions we make. Implementation, continuous monitoring, and as necessary, modifications, are integral parts of the process.

More specifically, our services include:

1. Retirement Planning
2. Investment Planning

3. Cash Management & Debt Elimination
4. College Funding
5. Insurance Planning
6. Estate Planning & Preservation

Do You need a Second Opinion or Assistance?
Call 801.747.0800