Financial Planning Member Benefits
Exclusive for Utah Medical Association Members
For more than 30 years, Physician Wealth Advisors has been providing personalized services to help physician families plan for and protect their financial security. As a UMA Member, you can receive complimentary financial planning, risk management, and investment analysis from an independent fiduciary with salaried advisors.
Exclusive Member Benefits
We offer a range of no-cost personal financial planning services to UMA members to help you through life's transitions:
- Annual Comprehensive Financial Planning
- Investment Risk / Return Analysis
- Investment Portfolio Reviews
- Social Security Optimization
- Charitable Giving Strategies
- Insurance Evaluation & Recommendations
- Coordination with Estate & Tax Professionals
- Debt Reduction Strategies
- Foundational Financial Education
- Retirement Funding Strategies
Our Mission
Our exclusive UMA Member benefits are some of the ways we strive to fulfill the mission of Physician Wealth Advisors, which is to improve the financial well-being and peace of mind of UMA member physicians and their families.
Financial Planning Process
Fiduciary Services
We offer a multi-step model to understand your personal financial situation. Working from a fiduciary standard to act in your best interest, we provide analysis and recommendations across a variety of topics.