Wealth Management & Financial Planning

Altfest Personal Wealth Management has been advising physicians on all aspects of their personal financial lives for more than 40 years. They know your profession well and the specific challenges and opportunities that are affecting physicians right now. You can be fully confident knowing that you are well taken care of by people who understand where you’ve come from and know where you wish to go in the future.

Altfest has a dedicated internal team with expertise in several disciplines, including investments, tax, estate planning, asset protection and insurance so you get accurate answers to all your questions. They look at your situation from many different angles to identify opportunities and help reduce unnecessary risk. You gain fully comprehensive planning around the issues that are important to you; providing financial life balance and peace-of-mind. Altfest is, and has always been, a fee-only fiduciary advisory firm; so you know that their guidance is made with your best interests in mind.

Schedule a consultation.

 Insurance coverage

Providing Group Major Medical Insurance for PSCF employer-members. The program is fully insured by Florida Blue and has operated since 1981.

Many coverage options are available, including Qualified/Compatible Health Savings Account Plans.

Although the program is fully insured with no assessments, offices benefit from a Profit-Sharing agreement where excess underwriting profits are accumulated in reserves for future rate increases.

All plans meet the 2014 ACA standards and mandatory provisions.

For more information, contact Laurel Lingle, Third Party Administrator via email  or call (800) 622-9124.

Click Here for more information. 

For more information and to request a proposal visit https://www.ajg.com/us/mcms-insurance-trust

Commercial property insurance

MCMS, Inc. Insurance Trust

Medical professionals often own their office buildings or must obtain property insurance for their offices. Commercial property rates have risen significantly, ranging from 35-100% in 2022. In 2023, conditions have worsened due to Hurricane Ian losses and fraud in Florida, leading to rate increases of 100%+ and forcing some insured individuals to seek coverage with Citizens. Physician clients with small commercial properties are often overlooked by insurance carriers, who prioritize larger properties and legislation focuses on protecting residential risk.

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Contact MCMS

401(k) Retirement Plan

The Medical Society 401(k) Retirement Plan Exchange

MCMS, Inc. is pleased to offer a NEW 401(k) opportunity exclusively to its members!

Click Here for more information.