UMAFS was established in 1993 as a UMA member benefit to provide the tools, education and investment options that can help you prepare for the future and retirement. Over a near 20-year period, we have helped hundreds of Utah physicians and their staffs achieve their financial goals. We can help you too.
Reaching your retirement goals takes preparation. As a general rule of thumb, most people need 70 percent or more of their final working salary to maintain their lifestyle during retirement.
Regardless of the size of your office, a trained and licensed investment advisor from UMAFS will meet with your office staff as a group as well as in one-on-one meetings. This will help you evaluate your risk tolerance, return objective, and time to retirement. We will also provide personalized investment advice, answer questions, and help you understand how much needs to be contribute to meet your goals for retirement or education funding.
UMAFS can help you understand the different types of retirement plans available and advise you on what is right for your office. Our retirement plan services include 401(k), profit sharing, non-qualified, 403(b), 457, and defined benefit plans.
Set up an appointment to meet with our trained and licensed advisors today!