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FINANCIAL SERVICES

Discover all the ways we can keep you, your family and your business safe while planning for your future. You can rely on us for all of your Professional Liability insurance needs, Life & Health insurance solutions, Disability Insurance, wealth mangement. Whatever your specific financial requirement, our team of expert Financial Consultants are here for you. Schedule a meeting today to learn what we can do for you.

We have access to many insurance carriers such as Norcal Mutual, IronShore, CNA, Hartford, and Centurion, as well as surplus lines carriers through Norcal Specialties, Admiral, Hallmark, etc. We also have access to Risk Retention Groups like Applied Medico-Solutions so no matter what the risk profile is, we can find a solution.

MALPRACTICE INSURANCE

No matter the type of policy needed, AMPA Financial Inc. a subsidiary of The American Medical Professions Association specializes in finding or creating the best coverage plans for each and every client’s needs. We only work the best insurance carriers because you deserve the best. Call us today to schedule an appointment with one of our experts and to start de-stressing your life.

Click the button below to send us an email requesting a Free Quote. Please provide your Full Name, Specialty, Practice Location, Retroactive Date found on your current Certificate of Insurance, and if you've had any claims within the last 10 years. If you have multiple providers, please provide the same information for them too. 

INVESTMENT ADVICE

Physicians Wealth Management, LLC provides tailored investment advice based on risk tolerance, time horizon, and goals. PWM builds custom portfolios using low cost ETFs and Mutual Funds, as well as individual securities in certain cases. We use quantitative methods to build efficient portfolios that maximize gains while decreasing risk. PWM provides complete access to your accounts. We also provide full disclosure of our fee structure before entering into a business agreement. Finally, as a Registered Investment Advisor, we do not get paid by commission so there are no conflicts of interest. While some transactions may result in commission charges, those fees are charged by the brokerage firm where your assets are held and we receive no remuneration. Our pricing structure is transparent and uncomplicated.

HEALTH INSURANCE

Health Insurance is confusing! The ACA, AHCA, HIPPA, COBRA, Section 125, Deductibles, Coinsurance, Pre-Tax Deductions, After-Tax Deductions, HSA, PPO, POS, Self-Funded, HMO. What does it all mean? We can help you make sense of it all. Click the button below and we will have a Specialist contact you.

AMPA Financial Inc. a subsidiary of The American Medical Professions Association offers a wide range of insurance solutions that meet customers’ demands. Contact us with your specific needs and let us find the best policy with the best coverage for you.

Click the button below to send us an email to request a Free Quote. 

Please provide us with your Name, Specialty, Retroactive Date found on your current Certificate of Insurance, and if you've had any claims within the last 10 years.

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