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SMCMA Preferred Business Partners - A New Member Resource

SMCMA's Preferred Business Partners is a resource to assist member physicians in making valuable business decisions for their practices. Our Preferred Business Partners consists of medical-related businesses that serve San Mateo County physicians. We are dedicated to offering special services or discounts to SMCMA members on various products and services designed to accommodate the business needs of physicians. 

Companies desiring to be considered for inclusion in the program please click here with a brief overview of your business focus, your company’s products and/or services, and a description of the benefit and discount members of SMCMA would receive that would not be available without this program.

If, as a SMCMA member physician, you would like to recommend a company join or have comments about the companies in the program, please contact Sabrina Malcolmson at smalcolmson@smcma.org.


SMCMA Preferred Business Partners

Financial & Insurance Services

Health Benefit Insurance Services

Health Care Law

Investments & Financial Planning

Medical Billing Services

Personal Banking and Wealth Management


Financial & Insurance Services

Headquartered in San Mateo, SGC offers a wide array of financial planning products and services. Mr. DiRegolo specializes in retirement planning for individual and group practice physicians and offers access to an exclusive 401k plan offering that is discounted for SMCMA members.

www.sgc-financial.com

SMCMA Member Benefits: Members receive a complimentary financil planning consultation; and a complimentary retirement plan benchmarking report for your practice retirement plan including: 401(k), Profitsharing Plan, and Defined Benefit Plan.

Contact: R. Anthony DiRegolo II, CFP®, CLU®, Financial Advisor
(650) 227-0406 or anthony.diregolo@sgc-financial.com


Health Benefit Insurance Services

Mercer Health Benefits Insurance Services offers insurance plans to members of the San Mateo County Medical Association, with expert service and solutions provided by a team of licensed Client Advisors. Programs include workers' compensation, health insurance, 10- and 20-year group level-term life, group long-term disability, long-term care, business owners' policy, group dental, and more.

www.mercer.com

Mercer Health Benefits Insurance Services is a division of Mercer, a global consulting leader in talent, health, retirement, and investments, with 20,000+ employees based in more than 40 countries. Mercer is a wholly owned subsidiary of Marsh & McLennan Companies (NYSE:MMC), a global team of professional services companies offering clients advice and solutions in the areas of risk, strategy, and human capital.

Contact: (800) 842- 3761 or CMACounty.Insurance.service@mercer.com


Health Care Law

We are lawyers committed to representing medical practitioners’ interests and are dedicated to helping you meet these challenges and take advantage of these opportunities. We are both attorneys from medical families and between us have deep experience in managed care and business transactions. We both attended Harvard University before obtaining legal degrees from Harvard and Stanford, respectively. Collectively, we have practiced law locally for almost 50 years. We provide evaluation and advice, negotiation and advocacy for all aspects of your medical business. Our focus is upon practice formation, reimbursement, exposure, and practice transition. When necessary, we can bring and defend disputes in state and federal courts, arbitration, mediation, and the IDRP.

www.hrw-law.com/web

SMCMA Member Benefit: For SMCMA members, we offer our "Legal Check-up" at 25% off our usual rates. The Legal Check-up, a specialty of our practice, consists of an introductory meeting with you and your colleagues to discuss the changing legal landscape and how it affects your practice specifically. The usual charge for this service is $1,000. For SMCMA members only, the price is $750. 

Contact: Joseph B. Hershenson, Esq., (415) 829-4330 or joseph@HRW-Law.com
David M. Rosenberg-Wohl, Esq., 415-829-4330 or david@HRW-Law.com.


Investments and Financial Planning

Rebalance IRA’s technology-driven model for retirement investing saves our clients on average 68% in fees - which makes a big difference in the size of your retirement nest egg. Unlike commission-based brokers who are conflicted in the advice they offer and charge high fees, Rebalance IRA operates under a “fiduciary” model, much like a Hippocratic Oath. The fees we receive are from our clients, not from commissions.

www.rebalance-ira.com

Our world-renowned investment committee brings deep connections to Yale, Princeton and Harvard and employs economic theory and decades of empirical research to implement portfolios for physicians. All of this means peace of mind from getting better returns with a 100% transparent approach. We specialize in managing Kaiser TPMG 401k and Salary Deferral plans on Fidelity NetBenefits.

SMCMA Member Benefits: Members receive a complimentary consultation with an in-depth second opinion on your investment mix and an analysis of your fees (including the hidden ones). 

Contact: Mitch Tuchman, Managing Director
(650) 328- 7873 or mtuchman@rebalance-ira.com


Medical Billing Services

HIH offers a wide range of full medical billing services optimize and maximize collections to improve your complete revenue cycle, including collection of residual A/R. We partner with your office to provide a range of products to dramatically improve your cash flow. We are fully ICD-10-compliant and HIPAA-certified to ensure a seamless extension of your office while our global team ensures that our client's needs are always met. We are in our 20th year of operations and most of our account managers have 10+ years of experience.

www.hihinc.net

SMCMA Member Benefits: FREE set-up and free first-year Gateway subscription ($2,750 value) and a 15% discount on monthly charges.

Contact: Prab Bhogavalli
(847) 682-7644 (direct), (618) 939- 1193, or Prabhakara@hihinc.net


Personal Banking and Wealth Management

Founded in 1985, First Republic specializes in delivering exceptional relationship-based service, with a solid commitment to responsiveness and action. Services are offered through our offices in San Mateo County including; Burlingame, Millbrae, Redwood City, San Mateo and Menlo Park. For a full list of locations, visit our locations page at firstrepublic.com/locations. Member, FDIC.

www.firstrepublic.com

SMCMA Member Benefit: First Republic is excited to partner with the San Mateo County Medical Association to offer its members a means of refinancing student loan debt with some of the lowest rates in the industry. Refinancing with First Republic can help reduce monthly payments and combine outstanding student loans into a single, unsecured personal loan.  

Contact: Gregory Leando, District Manager: gleando@firstrepublic.com or (650) 289-1801
Rachel Woldeselasie, Relationship Manager: rwoldese@firstrepublic.com or (650) 777-4910


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