Free Portfolio Checkup
CMA members get a free portfolio checkup — a $250 value — from CMA’s affinity partner, Mercer Advisors.

Mercer Advisors manages over $3 billion in assets, most of it for health care practitioners like you. Because Mercer is fee-based rather than commission-based, you can rest assured that Mercer’s financial experts have your best interests at heart.

Members also get $500 off Mercer’s “Economic Freedom Program,” a comprehensive program that includes financial planning, investment management, and retirement and estate planning.

To schedule your free portfolio checkup, call 800/898-4642.

Contact: CMA’s member service center, 800.786-4CMA (4262) or info@cmanet.org.