Not sure all your goals are possible?
Physician Family Financial Advisors guide hard working doctors toward better life outcomes with careful planning and wise investing. And yes, we are fiduciaries.
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Stay on track for retirement
Invest without percentage AUM fees
Enjoy spending more now
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:Â
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A plan to know when it's safe to stop saving
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A portfolio invested like your life depends on it
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A planner who encourages you to enjoy life NOW, not just in retirement
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All covered by a reasonable monthly membership fee that stays the same no matter how much you invest!
FOR DOCS WHO NEED DIRECTION
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Clear
PlanÂ
$795
one time
Satisfaction Guaranteed
- Secure Online Portal
- Retirement Goal Setting Session
- Retirement Planning Session
- Action Plan
- High Level Asset Allocation Recommendation
- Smart Saving Strategies
MOST POPULAR
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Committed Membership
$527 per month
$327/mo for young doctors
15–mo commitment
Satisfaction Guaranteed
- Fuss-free investment account setup & transfers
- Fee-free management for IRAs, trusts and joint accounts
- Click-by-click investment guidance for HSA, 401k, 403b and TSP plans
- Proactive tax loss harvesting
- Proactive backdoor Roth conversions
- Tax-optimized retirement income planning
- Annual Progress Checks
- Annual Investment Reviews
- Easy access to your Primary Advisor by text, phone or email
- Full access to our team of financial specialists when you need more support
- A backup plan for your spouse when you're gone
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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 1999 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 25 years.
![Nate Reineke handles financial planning for physicians with children and student loans](https://kajabi-storefronts-production.kajabi-cdn.com/kajabi-storefronts-production/file-uploads/themes/2147890412/settings_images/c60dbcb-a72e-10eb-be1e-fc411da531e_61c9f292-e0f1-4a50-8489-c639b4f94120.png)
Nate Reineke, CFP®
Student Loans & College
![Kyle Hoelzle offers investment planning for physicians](https://kajabi-storefronts-production.kajabi-cdn.com/kajabi-storefronts-production/file-uploads/themes/2147890412/settings_images/c17f278-2651-478f-c362-6aa158ec1c_299b907d-533a-4cf2-8172-1cf19487953d.png)
Kyle Hoelzle CFP®
Retirement Investing
![Chelsea Jones does retirement planning for physicians](https://kajabi-storefronts-production.kajabi-cdn.com/kajabi-storefronts-production/file-uploads/themes/2147890412/settings_images/71381fb-81ae-32b2-64bc-075f4f3b027d_018e9c85-dffb-4467-9a26-10331cd0786b.png)
Chelsea Jones CFP®
Retirement Planning
![Chelsea Jones does retirement planning for physicians](https://kajabi-storefronts-production.kajabi-cdn.com/kajabi-storefronts-production/file-uploads/themes/2147890412/settings_images/d8dafcd-c44c-78-b6e4-2f3375253f68_jackie-circle.png)
Jacqueline Gaynor
Service Coordinator
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Turn Your Successful Career In Medicine Into A Retirement Without Regrets
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Find out if we're a match by clicking the button below to schedule a call.
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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.
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Enjoy the remaining years of your career knowing retirement's ready when you are.
Smart Financial Advice for
Busy Physician Moms and Dads
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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.
Be certain.™