Financial Services from SMA Services, Inc. - Southern Medical Association
SMA Services. Inc.

Comprehensive solutions for all your financial needs. Serving physicians, their practices and their families for more than 28 years.

We can assist you with our portfolio of financial products suited to your needs.

Guaranteed, Flexible, High Fixed-Rate Individual Retirement Account

  • No surrender charges
  • Multiple year guaranteed income options

Professionally designed retirement plan options

  • 401(k), cash balance, safe harbor, and integrated plans
  • Third party advisors along with 3(21) and 3(38) fiduciary options

Professional third-party administrator solutions with special member fees


  • Kim Woods
  • 800-423-4992, ext. 192

We provide physician-directed educational and leadership activities for diverse teams of healthcare professionals interacting, collaborating and learning for the purpose of improving the quality of patient care.

Choose from a Variety of Clinical and Non-Clinical Topics at Spectacular Locations!

  • SMA Online CME courses make it easy to obtain AMA PRA Category 1 Credits™
  • Customized CME programs to meet your specific needs
    • Tailored for a high impact on quality
    • Save time, travel costs and lodging expenses
    • Team based, improves morale, and advances practice culture


  • Randy Glick
  • 800-423-4992,  ext. 189

We can assist you in managing your family's risk with quality solutions that are affordable, easy, secure, and paired with excellent customer service.

  • Member provided Medical Professional Liability Insurance
  • Member provided Life Insurance, with group underwriting and group rates
  • Member provided Disability Insurance, with group underwriting and group rates
  • Professional Individual Disability Insurance with large discounts
  • Professional Individual Business Overhead Expense Insurance with large discounts and loan repayment options


  • Wendy Erhart
  • 800-423-4992,  ext. 150

We help maximize the creation and preservation of the wealth of our clients through a unique, proprietary, and disciplined planning and review process. Our Solutions are offered as Valued Added Benefits to SMA Members.

  • Wealth Management Solutions

    • In-depth discovery process
    • Ongoing, diligent analysis
    • Integrated teamwork with other client advisors (accountants and attorneys)
  • Risk Management Solutions for Individuals and Professionals

  • Customized, objective, and independent third-party advice
  • Corporate and Professional Benefit Solutions

    • A proprietary recruiting and retention program
    • Customized and branded for each client
    • Partnered with a network of independent legal, accounting, and insurance professionals


  • Kim Woods
  • 800-423-4992,  ext. 192

Because an HR Solution shouldn't be just a platform, it should be a partnership, powered by innovation and expertise with the best technology and the smartest team. We believe in services that put people first.

  • Recruitment, Hiring and Onboarding.

  • Applicant tracking system comes with built-in intelligence
  • Innovative onboarding platform
  • Payroll and tax compliance

  • Employees paid faster, taxes paid automatically
  • Revolutionizing Human Resources

  • Crucial data and analytics on demand, support teams at the ready
  • 401(k) and Retirement Plan " 360° Integration

  • Data seamlessly flows into your 401(k) plans for an intelligent, full integrated solution


  • Kim Woods
  • 800-423-4992, ext. 192

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