Financial Planning

The Texas Medical Association Insurance Trust gives physicians access to unbiased financial planning advice.

Our Advisors

Whether you are concerned with growing your wealth, protecting it, extending it, or entrusting it to future generations, a preferred financial planner or advisor can help you better understand the investment options available to you. More important, we can help you understand the relative strengths and weaknesses of your investment options, as well as what options—or combination of options—best fit your specific needs.

Our Relationship with TMA

TMAIT maintains close relationships with a select group of knowledgeable, helpful, unbiased advisors across Texas. When you request financial planning assistance, TMAIT helps you identify your particular concerns, needs, and goals. Then we match you with the advisor who is best suited to meet them. That advisor will help you achieve your long-term financial goals through investments, tax planning, asset allocation, risk management, retirement planning, and estate planning.

Nearly all income from TMAIT financial planning services is used to fund TMA advocacy. So when you take advantage of access to TMAIT financial planning services, you contribute to the health and success of other TMA member benefits and services.