“I love the people I work with. I get jazzed about helping them.” That’s one of the quotes that Kelly Kearsley pulled from her interview with me for Dow Jones Newswires. To check out her article about my work with physicians, read “An Adviser To Doctors, And Only Doctors“.
For the record, about 20% of my clients are not physicians. They found me before I closed my practice to non-physicians. I am only accepting physician families as clients at this time.
When it comes to your estate, no matter how big or small it may be,you shouldn’t leave anything to chance. Proper financial planning can protect both your assets and your heirs. Covering wills, trusts, powers of attorney and even asset protection, J.K. Lasser’s latest release is a must-read for those who take their estate planning seriously. Certified Financial Planner™ W. Ben Utley is listed among only five “top financial professionals” in the state of Oregon for estate planning (p. 273). Book by Harold Apolinsky & Stewart Welch (Wiley)
You probably already know this, but Medical Economics says, “Finding an adviser is easy. Finding one who has a lot of experience working with physicians, and who understands their often-unique financial situations, takes time and effort.” This is the second time Ben Utley has been listed in this publication about financial planning for doctors, and Utley is one of only two advisers in all of Oregon who was admitted to the list of “150 Best Financial Advisors for Doctors” this time around. Article by Dennis Murray
Jack Waymire, author of Who’s Watching Your Money?: The 17 Paladin Principles for Selecting a Financial Advisor (Wiley, 2003) says, “The most important decision you will ever make for your financial future is the selection of the right financial advisor.” His organization, Paladin Investor Resources, has added Certified Financial Planner™ W. Ben Utley to its Paladin Registry. Paladin Investor Resources provides awareness, education, information, tools, and services to investors who rely on advisors to achieve their financial goals.
Renowned author and columnist Mary Rowland profiles Ben Utley and twenty-one other financial advisors who are leading the industry’s best practices today. (Bloomberg Professional Library)
Editor Leslie Kane began her search by asking physicians to recommend their favorite advisors. Next, she looked for advisors who shine in their field and in their commitment to financial planning for doctors. Certified Financial Planner™ W. Ben Utley made the cut, so they listed him among its list of “150 Best Financial Advisors for Physicians” for 2002.
