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 how much money you have.

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—$1,200 or less 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:

Fee Structure:

  • For current prices, visit our pricing page at https://physicianfamily.com/pricing. Fees are not based on a percentage of managed assets or net worth.
  • 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