Physician Family Financial Advisors Inc.
Whether your kids are little, big, or grown and gone, smart physician moms and dads know it's silly to buy advice for a price based on your income, investments, net worth, or shoe size!
With 30+ years of experience serving families like yours, our multi-specialty team of CFP® professionals can help you:
GET ON TRACK in a few weeks with a plan to save enough for retirement or spend it without running out, and know exactly how to invest IRAs, 401k, and joint accounts. $3000 one time. Satisfaction guaranteed.
STAY ON TRACK with done-for-you IRA, solo 401k, joint account investing, and done-with-you 401k/529 investing—$575 per month.
Check out our podcast or interview us so you can turn a good income into great outcomes for your family, avoiding lifelong regrets from spending too much time making money and too little time making memories.
Latest WCI Podcast Appearance:
- Services: Financial planning, investment management, student loan management, tax strategizing
- Ideal Client: Physician moms and dads (no residents or dentists please)
- Location: Eugene, OR
- Physician Family Application, ADV2
- Website, [email protected], (541) 463-0899
Fee Structure:
- One-time retirement plan from $2,250. Flat fee investment management from $475 per month.
- Offering financial planning, investment guidance and account management
- True flat-fee means you don't pay more when you invest more: no asset-based fees
See Marketing Disclosure at www.physicianfamily.com/disclosures.com