501 W Broadway, Suite 1200
San Diego, CA 92101
(877) 595-3456

THE PROBLEM

Many productive individuals including doctors and healthcare professionals lose career earnings and retirement savings to ineffective financial structures and ineffective integration of products within their financial structures. The Alliance's Economic Research Project, now well into its third decade, has found that these losses are caused because: (1) individuals are uninformed or misinformed regarding planning opportunities available to them, (2) they are unable to quantify the benefits of available planning opportunities in their personal circumstances, and (3) they are unable to implement structure and product integration to maximize the benefits of available planning opportunities.

THE SOLUTION

The Economic Alliance of Doctors was created to address these problems. Alliance members have access to benefits including: economic educational opportunities and specially designed annual written capital accumulation or capital distribution plans; access to financial consultants trained by the Alliance; and, specially designed financial programs, services, and products that are provided by Alliance selected financial services industry manufacturers and their distribution organizations. All products and services available to Alliance members are developed utilizing findings from the Economic Research Project to ensure they meet the unique needs of Alliance Members.

Click here for membership information application