UMA Financial Services

About

The mission of UMA Financial Services is to improve the financial well-being and peace of mind of UMA member physicians by providing the best possible financial planning services.

Story

Financial products and services for UMA member physicians
The mission of UMAFS is to improve the financial well-being and peace of mind of UMA member physicians by providing the best possible financial planning services.

We measure our success not by performance statistics, but by how well our clients achieve their personal financial and life goals. Many physicians regard financial planning as complex and confusing. And few have the time to really dig in and gain the expertise required. 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. This is where UMAFS can provide guidance and assistance. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving 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 side-by-side with you on a very personal basis so that you are confident in and comfortable with the suggestions we make. Implementation, continuous monitoring, and modifications when necessary, are integral parts of our process.

More specifically, our services include:
Retirement Planning
Investment Planning
Cash Management & Debt Elimination
College Funding
Insurance Planning
Estate Planning & Preservation