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Financial Planning
Investment Management
Retirement Planning
Estate Planning
Tax Planning Education Planning
Fiduciary Analysis &
Reviews

Listen to Ames Plannings
Carl Amos Johnson
on the Focus
on
Fiduciary Show
As fiduciaries, Ames Planning Associates pledges to act in
good faith and in the best interests of clients.
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FOR PHYSICIANS
Ames Planning Associates is part of the MD Preferred Financial Advisors Network
Physicians take the Hippocratic Oath which compels them to act solely in the best interests of the patients they serve. The advisors at Ames Planning Associates take a Fiduciary Oath which compels them to act solely in the best interests of their clients. In light of these very important similarities, it only makes sense for these professionals to work together.
The MD Preferred Financial Advisor Network is a service of the MD Preferred Service Network – a growing online physician resource center. The program is designed to bring together premier service providers in a wide range of disciplines that have committed themselves to serving the medical community. The MD Preferred Service Medallion is a powerful credential that physicians and other senior medical professionals look for when they are seeking career services.
The National Association of Personal Financial Advisors (NAPFA), the country’s leading association of Fee-Only financial advisors requires every member to sign a Fiduciary Oath. MD Preferred Service Network chose to work exclusively with NAPFA and its members in the development and launch of the MD Preferred Financial Advisor Network.
“Collaborating with fiduciaries made sense for MD Preferred Service Network and for the more than 831,000 physicians who rely on our organization every day,” said Michael O’Malley, of MD Preferred Financial Advisors, Inc. “Advisors who are affiliated with NAPFA demonstrate a pledge to the highest of ethical standards – a commitment only a fiduciary can make. This matches the commitment physicians make to their patients.”
Contact us to learn more about
working toward your life goals with our fee-only financial planning
and investment management services.
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NAPFA-Registered Financial Advisors have the following characteristics:
| An advanced broad-based education in financial planning |
| Completes 60 hours of CE every two years - with minimums in six core areas |
| Follows the Fee-Only compensation model |
| Offers comprehensive financial planning services |
| Has submitted a sample comprehensive financial plan for a peer review |
| Adheres to the NAPFA Fiduciary Oath |
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