Why NOT Choose Physician Family Financial Advisors

As we look forward to 2023, we also look back on 2022. We found many physician families who are so happy they’ve been with us for years, and decades even, while others move on after a brief engagement. This got us thinking about who is a match for us and who might be happier elsewhere. At Physician Family Financial Advisors, we hope our advice will help you live a more bountiful, less taxing life with more quality time to spend with your loved ones. But that’s not what everybody wants from us. Tune in to hear the three reasons some doctors should NOT choose Physician Family, and one reason why many physician moms and dads really should.

ASK A QUESTION

Send your questions about taxes, investing, extra money, retirement, college, and financial parenting to [email protected] or call the Physician Family Answer Line at (503) 308-8733.

IN THIS EPISODE

• [2:10] Reason 1: If you want investments.
• [5:40] Reason 2: If you want to solve your tax issue.
• [11:18] Reason 3: If you just want to retire and are a young physician.
• [14:40] What do we do at Physician Family Financial Advisors Inc.  

LINKS MENTIONED

Email [email protected] if there is a question you’d like answered on our next show! 

If you are strictly interested in information regarding taxes, check out our Overtaxed Doctors Guide to Retirement.

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NOTICE

Physician Family Financial Advisors Inc., a registered investment advisor, has reasonable belief that the information and content as a whole does not include any false or materially misleading statements or omissions of facts regarding services, investments, or client experience. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and, unless otherwise stated, are not guaranteed. Information expressed does not take into account the specific situation or objectives of individuals and is not intended as recommendations appropriate for all individuals. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.  Past performance is not indicative of future performance.