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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.

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Stay on track for retirement

Invest without percentage AUM fees

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How 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: 

  • A plan to know when it's safe to stop saving 

  • A portfolio invested like your life depends on it

  • An advisor who encourages you to enjoy life NOW, not just in retirement

  • At a reasonable price based on what you get, NOT how much you have

Make A Plan

 

$3,000 or less
One-time

 Step 1 includes:

  • Retirement Goal Setting Session
  • Retirement Action Plan
  • Legit tax strategies 
  • And more

Get On Track 

 

$1,500 or less
One-time

 Step 2 includes: 

  • Backdoor Roth set up advice
  • Specific investment recommendations
  • Tax preparer referrals
  • And more

 

 

Stay On Track

 

$9,000/ year or less
Paid monthly

 Step 3 includes: 

  • 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
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Retirement planning for doctors is not about "maximizing wealth"

It's about minimizing regrets… 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.

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W. Ben Utley, CFP® TEAM LEADER

As one of the best financial advisors for doctors, Ben’s expertise has been recognized in 100+ media appearances over the past 30 years.

Nate Reineke handles financial planning for physicians with children and student loans

Nate Reineke, CFP®

HOUSING & College

Kyle Hoelzle offers investment planning for physicians

Kyle Hoelzle CFP®

Retirement Investing

Chelsea Jones does retirement planning for physicians

Chelsea Jones CFP®

Retirement Planning

Chelsea Jones does retirement planning for physicians

Jackie Gaynor

Service Coordinator

Meet The Team
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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 career  knowing retirement's ready when you are.

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How's your financial health?

If you've ever heard our podcast, You know "You're not just making a living… You're making a life." But is your financial life a healthy one? It's time to find out! Take the 2-minute Financial Well Check to find out where you really stand and what you can do about it.

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Smart Financial Advice for
Busy Physician Moms and Dads

Physician Family Financial Advisors

Physician Family Financial Advisors Inc.
9450 SW Gemini Dr PMB 52736
Beaverton OR 97008-7105
[email protected]
(541) 463-0899

©2009-2024, Physician Family Financial Advisors Inc.

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