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.
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 savingÂ
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A portfolio invested like your life depends on it
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An advisor who encourages you to enjoy life NOW, not just in retirement
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At a reasonable price based on what you get, NOT how much you have
 Get On TrackÂ
with a plan for retirement
$3,000 one time
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Step 1 includes:
- Retirement Goal Setting led by a CFP® professional Â
- In-depth investment account review
- Collaborative retirement planning
- Personalized plan for retirement, college
- Specific investment recommendations for each of your accounts
Stay On Track
with a team to guide you
Â
$575 monthly
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Step 2 includes:Â
- Fuss-free investment account setupÂ
- Done For You investing in IRAs, Solo 401(k)s, and joint accounts
- Done With You investing for 401k/403b and 529 plan accounts
- Proactive tax loss harvesting
- Proactive backdoor Roth conversions
- Tax-optimized retirement income planning
- Semi-annual financial check-upsÂ
- Easy access to your advisor by text, phone, or email
- 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 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.
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, CFP®
HOUSINGÂ & College
Kyle Hoelzle CFP®
Retirement Investing
Chelsea Jones CFP®
Retirement Planning
Jackie Gaynor
Service Coordinator
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.
Check out our podcast!Â
As a physician mom or dad, you put everything into your practice and your kids so you want to do the right thing with the money you earn. Hosts Ben Utley and Nate Reineke answer your questions about investing for retirement, saving for college and raising financially responsible children.
Smart Financial Advice for
Busy Physician Moms and Dads
Physician Family Financial Advisors Inc.
9450 SW Gemini Dr PMB 52736
Beaverton OR 97008-7105
[email protected]
(541) 463-0899
Be certain.™
© Physician Family Financial Advisors, INC. 2024. All rights reserved.
Investment advisory services offered through Physician Family Financial Advisors, Inc. an investment adviser registered with the Securities and Exchange Commission (SEC). For additional information see our Legal Documents Page, ADV2, our Customer Relationship Summary and other disclosures.