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

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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
A planner who encourages you to enjoy life NOW, not just in retirement
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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Plan

$795
one time

Satisfaction Guaranteed

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Retirement Goal Setting Session
Retirement Planning Session
Action Plan
High Level Asset Allocation Recommendation
Smart Saving Strategies

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

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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