The iMBA VISION AND MISSION
Vision:
We envision a world of healthy people, made possible by dedicated medical professionals empowered by CERTIFIED MEDICAL PLANNER™ charter-holders, whose solutions augment their practice management and personal financial planning needs, in an honest and ethical fashion.
Goals:
Our CERTIFIED MEDICAL PLANNER™ charter-holders will provide healthcare professionals with the unbiased information, communication, and human resources necessary to grow their personal financial assets and enhance their medical practices, in an ethically responsible manner.
Objectives:
To build a cohesive community of medical professionals across the USA, that can foster an exchange of original ideas, novel information and deep subject matter knowledge for the betterment of the profession. To educate finance professionals about the specific needs of physicians and to equip them with the necessary skills required to work effectively with all medical professionals in providing financial advice, managerial acumen and economic support.
To connect medical and financial professionals and create mutually beneficial relationships that can help in the development and advancement of both esteemed professions.
To promote the independent CERTIFIED MEDICAL PLANNER™ designation, and differentiate elite Certified Medical Planner™ fiduciary practitioners from the crowd of non-fiduciary financial advisors, brokers, salesmen and other imposters.
Trivial Many -OR- Vital Few?
CERTIFIED MEDICAL PLANNER™
Break Away from the Pack!
According to Founder Dr. David Edward Marcinko; MBA, CMP, Editor-in-Chief Gregory J. Kelley and the March 31, 2005 issue of Physician's MONEY DIGEST, which featured iMBA, Inc., a 47 year old-doctor with $184,000 annual income, would need about $5.5 million dollars for retirement at age 65. Although this corpus sounds daunting, it should serve as a wake-up call to all physicians that they may need to cut personal consumption, recognize new office liability risks, improve practice managerial efficiency and save more aggressively in order to finance the retirement they’re working toward. And, to FAs, that practice enhancement knowledge and health economics insight, is an integral part of the personal financial planning equation for medical professionals www.pmdnet.com/article.cfm?ID=3463
[Wait, I'm 47 years old - Can you help me?]
This doctor will get something from a CERTIFIED MEDICAL PLANNER that he
never got from a stockbroker, financial advisor or insurance agent; a thorough integrated examination by a fiduciary professional.
NEW CMP™ AUTHOR CUDOS!
Robert James Cimasi; MHA, ASA, CBA, AVA, FCBI, CM&A
[Certified Medical Planner™]
[From the Book Cover]
"When I co-founded an Ambulatory Surgery Center more than two decades ago, I was told a Certificate of Need was required, but knew little about governmental rules and regulations. In response, my local hospital embarked on a ferocious battle to thwart our mission. The Sourcebook would have helped. My suggestion is to read this valuable resource and reap the benefits."
Dr. David Edward Marcinko; MBA, Certified Medical Planner™
Chief Executive Officer
Institute of Medical Business Advisors, Inc.
Norcross Georgia, USA.
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Raising the Bar
CERTIFIED MEDICAL PLANNER™
The informed voice of a new generation of fiduciary advisors for healthcare™