Request a Meeting

If your group would like to hear about the plan in person, invite Chris Renner of MedAmerica Financial Services to attend your next department meeting.  Your accountant and / or attorney is also encouraged to attend.  Simply send an e-mail to Chris and let him know that you’re interested in increasing your retirement savings and reducing your tax liability.  If you currently have a retirement plan, you may wish to provide some plan details as cited below.  Be sure to leave your e-mail address or phone number so Chris can contact you.

Plan characteristic information:

Number of physicians in group?
Number of non-physicians?
Current retirement plan provider
Annual maximum retirement contribution amount?