Wealth Management Strategies – New Member Benefits Offer Security, Peace-of-Mind—Planning for Your Best Future
ACG has expanded its member benefits with partner programs that focus on ways to enhance your daily practice and improve your bottom line, better inform and educate patients, and increase personal and professional fulfillment. Exclusively for ACG members.
100% of all discounts negotiated by the College are passed through to our members.
Wealth Management Strategies – New Member Benefits Offer Security, Peace-of-Mind—Planning for Your Best Future
“Someone’s sitting in the shade today because someone planted a tree a long time ago.” — Warren Buffett
We recognize the ever-changing needs of members and we are constantly striving to bring you value as a member of the College – not only in the area of clinical research, education, and practice management, but in all areas that affect your practice and your lives. The College has partnered with Wealth Management Strategies to identify, design, and secure unique benefits for ACG members in the areas of retirement, planning, investments, and insurance. These benefits have been designed and negotiated specifically for ACG members.
Whether you are planning for a comfortable retirement or planning should the worst happen, the important thing is to plan. To help navigate your path and facilitate your efforts, the College is proud to offer a suite of options to help you prepare. Provided by Wealth Management Strategies, these new member benefits offer you security and peace-of-mind for you and your family’s future.
- High Limit Disability Insurance with special ACG pricing
- Physicians Life Income Plan: Retirement accumulation supplement
- Company Retirement Platform with specific ACG pricing
- Personal Financial Management Portal: Robust online financial management tool
- Employee Group Benefits: Dental, Vision, Life, Short and Long Term Disability and more
- Personal and Business Planning
Wealth Management Strategies is a full service private wealth management firm, working primarily with business owners, physicians, and high net worth families. Their strategies and expertise are in wealth accumulation and protection, risk management, financial and estate planning.
Wealth Management Strategies
Brent Koch and Ian Ellis
ACG Benefits Line: 949.335.0199
ACG Benefits Fax: 949.833.5810
Email: ACGbenefits@wmsirvine.com
Web: acgmemberbenefits.com
Summit Strategies, LLC – Control Expenses and Enhance Revenue
Learn ways to reduce expenses, solutions to enhance revenue, and access professional services related to rent and lease restructuring when you work with Summit Strategies. Summit Strategies provides ACG members with discounted business services:
- Expense reduction services include merchant processing fee savings and solutions; electric rates and support of wind power energy; business insurance premium savings; telecom rates (local, long distance, internet); and payroll processing services
- Revenue enhancement solutions such as merchant cash advance financing, professional email marketing campaigns, and web-based customer feedback surveys
- Professional services related to rent and lease restructuring, renewals, and option negotiations, as well as strategic asset advisory services
Summit Strategies, LLC
Phone: 240-821-6900
Email: support@summit-strategies.com
Web: www.summit-strategies.com