Financial Planning

Protect yourself, your family and your practice

Let SMA Services, Inc. help you with our portfolio of financial products suited to your needs

SMA Services, Inc. has comprehensive solutions for your financial needs. We’ve been serving the needs of physicians for over 28 years.  We’ve done the due diligence and have selected partners that will work for you. Plus our on-staff experts are there for you.

Let us help you find the financial products that are best for you.

Kim Woods
Director of Financial Services

SMA Services, Inc.
3500 Blue Lake Drive, Suite 360
Birmingham, AL 35243
kwoods@aicinvest.com
Within Alabama: 205.945.1840
Outside Alabama: 800.423.4992
Fax: 205.942.0642

 

 

IRA

Save for your retirement -- SMA Services Inc. will help you find the IRA that's best for you.
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Qualified Retirement

SMA Services has retirement solutions that fit your needs -- now and in the future.
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After-Tax Plan

SMA Services offers a great way to save with our After-Tax Plan. It's easy and it can fit your needs.
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TPA Services

Running your practice efficiently is important. SMA Services, Inc. can provide Third Party Administration to employers who offer qualified retirement plans.
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