Retire Without Regrets
Physician Family Financial Advisors help doctors with kids turn a good earned income into a great life outcome by making a plan, getting on track and staying on track for college and retirement.
Stay on track for retirement
Invest without percentage AUM fees
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Regret-Free Satisfaction Guarantee
More than 230 physician families across more than 40 states rely on us to turn a good earned income into a great life outcome. Here are just two of them...
No one can guarantee the achievement of your goals, but we promise you'll love your plan. See our pricing page for full details.
Check PricingHow are you feeling about retirement?
- Worried about not having enough
- Sick of skyrocketing AUM fees
- Not thrilled about DIY investing
- Afraid to make a big mistake
- Wishing you could get your spouse on board
- Not sure how they'll manage without you
To retire without regrets, you need:Ā
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A plan to know when it's safe to stop savingĀ
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A portfolio invested like your life depends on it
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An advisor who encourages you to enjoy life NOW, not just in retirement
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At a reasonable price based on what you get, NOT how much you have
Make AĀ Plan
Ā
$2,250
Ā StepĀ 1 includes:
- Retirement Goal SettingĀ Meeting
- Retirement Action Plan
- Legit tax strategiesĀ
- And more
Get On TrackĀ
Ā
$1,750
Ā
Ā StepĀ 2 includes:Ā
- Backdoor Roth set upĀ advice
- Specific investment recommendations
- Tax preparer referrals
- And more
Ā
Ā
Stay On Track
Ā
$475
Ā
Ā StepĀ 3 includes:Ā
- Fee-free management for most IRAs, trusts and joint accounts
- Annual Progress Checks
- A backup plan for your spouse when you're gone
- And more
Retirement planning for doctors is not about "maximizing wealth"
It's about minimizing regretsā¦ the kind of regrets that come from saving too little, working too much or making a colossal mistake with the money you need to last a lifetime.
That's why our approach to planning considers all your resources: your money, your time, your emotional health and your family's well-being.
What began with one hard working radiation oncologist guided by a fresh-faced financial advisor back in 1998 is now 160 physician families investing $170 million with our team of four fiduciaries. And 25 years later, that rad onc is still with us, still retired and keeping her fingers crossed for a few more grandchildren.
W. Ben Utley, CFPĀ® TEAM LEADER
As one of the best financial advisors for doctors, Benās expertise has been recognized in 100+ media appearances over the past 30 years.
Nate Reineke, CFPĀ®
HOUSINGĀ & College
Kyle Hoelzle CFPĀ®
Retirement Investing
Chelsea Jones CFPĀ®
Retirement Planning
Jackie Gaynor
Service Coordinator
Turn Your Successful Career In Medicine Into A Retirement Without Regrets
Find out if we're a match by clicking the button below to schedule a call.
Join us for a video call to play with the numbers and create a plan to make your money last as long as you do.
Enjoy the remaining years of your careerĀ knowing retirement's ready when you are.
How's your financial health?
If you've ever heard our podcast, You know "You're not just making a livingā¦ You're making a life." But is your financial life a healthy one? It's time to find out! Take the 2-minuteĀ Retirement Well Check to find out where you really stand and what you can do about it.
Smart Financial Advice for
Busy Physician Moms and Dads
Physician Family Financial Advisors Inc.
9450 SW Gemini Dr PMB 52736
Beaverton OR 97008-7105
[email protected]
(541) 463-0899
Be certain.ā¢
Ā© Physician Family Financial Advisors, INC. 2024. All rights reserved.
Investment advisory services offered through Physician Family Financial Advisors, Inc. an investment adviser registered with the Securities and Exchange Commission (SEC). For additional information see our Legal Documents Page, ADV2, our Customer Relationship SummaryĀ and other disclosures.