Financial Services
COPIC Financial (Advantage Partners)
COPIC Financial Service Group offers CMS members financial services and advice in the areas of employee benefits, property/casualty coverage, worker’s compensation, long-term care coverage, life and disability insurance, and investment and retirement planning. You’ll receive advice based on your needs. Call (720) 858-6280 or visit www.callcopic.com/coverage-options/copic-financial-service-group.
Corporate supporters, Advantage Partners, Financial services
Gold Medal Waters
Gold Medal Waters is an independent wealth management firm that specializes in the unique challenges and goals of physicians and their families.
We help our clients answer questions like these:
- Are physician home loans worth it?
- How do I ensure I won’t work past 70?
- How do I transition to retirement?
- How do I reduce my annual taxes?
- How much should I save each year?
- What retirement plans should I use?
- Should I utilize deferred comp?
- Is whole life insurance a good fit?
- Should I sell to a medical group?
- Is asset protection worth the cost?
- What benefits should I elect?
- Should I add physician staff?
- In what order should I pay my debt?
- Is my employment contract solid?
Do you have a similar question? If so, let’s connect. P: 720-887-1299 W: www.goldmedalwaters.com
Sunflower Bank & Guardian Mortgage
Sunflower Bank has a specialized team and a suite of banking solutions dedicated to meeting the needs of medical professionals and your practices. We have up to 100% financing programs with low rates for practice acquisitions and start-ups, partner buy-in/buy-out, refinancing of existing practice debt, and upgrading or replacing equipment.
Email Dave.Dyer@SunflowerBank.com, phone 303-620-7174. Visit www.SunflowerBank.com/FinancingPrograms.
Relationship Loan: Experience the Value of Partnership
Features and Benefits:
- Up to 100% financing* option available on primary residency
- Purchase or rate term refinance
- Gift funds are allowed
- "Follow the Client" option with documented evidence of a "full banking relationship" with Sunflower Bank or First National 1870*
Email fredsmith@gmc-inc.com, phone 303-489-5782. Visit www.guardianmortgageonline.com.
Zenith Home Loans (Advantage Partners)
Zenith Home Loans is Colorado based and Colorado focused. With a loan program specifically designed for doctors, Zenith understands that financing can have its challenges and we are here to serve you. Visit zenithhomeloans.com, call 303-968-4148 or email Peteg@zenithhl.com.