SSVMS’ Vetted Partners have gone through an application process and provided multiple physician references. SSVMS’ Vetted Partners are dedicated to offering special services or discounts to SSVMS members on various products and services designed to accommodate the business and personal needs of physicians.
Crumley & Associates…Helping clients achieve Financial Wellness
Drawing on an Ameriprise history of more than 120 years, Crumley & Associates has extensive experience in helping physicians preserve and grow their wealth. In fact, Ameriprise is rated #1 in the investment industry for trust1. Crumley & Associates possess the capabilities and resources to provide customized recommendations and support for tax, estate, business and retirement planning strategies. Through deep dive, 1 on 1 Personal Financial Coaching and Planning, they can help their clients achieve true financial wellness and to be prepared for whatever life brings — both the expected and the unexpected. In a financial planning relationship with Crumley & Associates you can expect the following:
Crumley and Associates will donate $100 to the Joy of Medicine program for every financial plan made for an SSVMS physician member. Consider taking their 3-Minute Confident Retirement check® to gauge your retirement readiness and see where you stand.
We also understand that for those in private practice, providing high-quality retirement options is one of the best ways to attract and retain key employees. A periodic review of your retirement plan can help ensure you have the right plan in place to meet the needs of your business and your employees.
To schedule your complimentary initial consultation call (916) 638-4600, email email@example.com or visit their website.
1. Ameriprise Financial was rated #1 in the investment industry for trust according to the 2018 Temkin Trust Ratings. The Temkin Trust Ratings (TTR) is an openly available loyalty benchmarking metric. When companies have earned trust, their customers are willing to believe their claims and are more inclined to work with the company. The TTR is based on consumer feedback of their recent interactions with companies. Consumers were asked “to what degree do you TRUST that these companies will take care of your needs?” Responses are on a scale from 1= “do not trust at all” to 7= “completely trust.” TTR is calculated by taking the percentage of consumers that gave a rating of 6 or 7 and subtracting the percentage that gave a rating of 1, 2, or 3. See www.temkinratings.com for more.
Crumley & Associates is a private wealth advisory practice of Ameriprise Financial Services, Inc.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Ameriprise Financial cannot guarantee future financial results.
© 2019 Ameriprise Financial, Inc. All rights reserved.
Daniel Start, Director of Sales, BankCard USA
BankCard USA specializes in health care credit card processing services throughout the California region. They can assist your practice or hospital with specialized credit card processing and rates for the medical industry. Daniel will also provide the latest PCI and HIPAA compliant terminals at no cost. BankCard USA can do a specialized cost comparison on your current credit card rates and show you how you can save much more.
Make the switch today. To access this resource, email firstname.lastname@example.org, or call (916) 452-2671.
Learn More about BankCard USA’s Services Here
CAP is a unique medical malpractice liability cooperative whose core product—the Mutual Protection Trust (MPT)—provides medical professional liability protection to over 12,000 of California’s finest physicians. In addition to better malpractice protection and benefits, CAP offers practice resources and risk management tools to help you thrive during this transformational time in healthcare. To access this resource, email email@example.com or call (916) 452-2671.
Learn More About CAP’s Offerings Here
Mela Fratarcangeli, Intero Real Estate Services
Throughout Mela’s 15 years of experience as a Real Estate Broker, she has developed a reputation for having exceptional local knowledge, a high level of service, superior results and utmost integrity. Mela is consistently ranked in the top 5% of all real estate agents in the Sacramento Valley serving the buyers and sellers at all levels in Sacramento, Roseville, Rocklin, Loomis, Auburn, Granite Bay, El Dorado Hills and Folsom.
Additionally, Mela will make a donation to the SSVMS' Joy of Medicine Program for each home purchased or sold for physician members.
To access this resource, email firstname.lastname@example.org or call (916) 452-2671.
Learn More about Intero Real Estate Services Here
Nicholas Maloof, Esq.
Maloof Law Group was founded by Nick Maloof, a local attorney who has been practicing in California since 2001. Mr. Maloof services clients all over Northern California. His focus is on the practice of law in the following areas: estate planning, business transactions (entity formations, contracts, buy-sell agreements, etc.) and commercial real estate transactions.
Maloof Law Group will give SSVMS physician members a 10% discount on all services.
Learn More about Maloof Law Group's Offerings Here
The NORCAL Group of companies provide medical professional liability insurance, risk management solutions and provider wellness resources to physicians, healthcare extenders, medical groups, hospitals, community clinics, and allied healthcare facilities throughout the country. They share an A.M. Best “A” (Excellent) rating for their financial strength and stability.
Learn More about NORCAL Group Here
Lonnie Dickson, Branch Manager NMLS # 747878 The Mortgage Company
Lonnie Dickson, of The Mortgage Company, brings a wealth of mortgage experience to every purchase and refinance loan, and sets himself apart by delivering exceptional, concierge level service. The Mortgage Company is a locally owned boutique residential mortgage lender, focused on delivering tailored financing solutions to our clients. Guidance is personal and unique, as clients have all their questions answered up front and throughout the loan process. The Mortgage Company is backed by a top ten nationally ranked independent mortgage bank—American Pacific Mortgage (also locally owned).
Additionally, The Mortgage Company will donate a portion of proceeds from closed loan transactions to the SSVMS Joy of Medicine Program to benefit local physician well-being.
Learn More about The Mortgage Company’s Offerings Here
All SSVMS members will receive their first thirty-minute consultation at no cost. Jamie Baker & Co. believes in investing in their clients, therefore, any SSVMS member who becomes a new client of their firm will receive a 10% discount for their first year of individual tax return preparation.
At First Citizens, we understand that your needs are unique, just like the challenges you face in managing the finances of your medical or dental practice. That is why we work closely with doctors and office managers to tailor business strategies to successfully take on those challenges and help you do more with your resources.
First Citizens provides more than basic business services. With a team of bankers specializing in banking for medical practices, we provide the resources, expertise and services of a big bank while giving you the one-on-one experience you would expect from a smaller bank.
We will help you:
All SSVMS members who join First Citizens Bank will receive a free simple swipe terminal, a free remote image deposit (RID) scanner, all hardware fees will be waived and 50% reduction on real estate loan origination fee.
For more information or to schedule an appointment, contact Lynn Lizarraga, Vice President, Business Banking Specialist at email@example.com or 916.329.6302. Lynn is the relationship banker for California Medical Association, Osteopathic Physicians & Surgeons of California, and CalHIPSO.