Physician Family Financial Advisors Inc.
Physician Family Financial Advisors helps doctors with children save taxes while investing for retirement, saving for college and obliterating student loans. As financial advisors go, Ben Utley is the real deal with 20 years of experience, now serving more than 130 physicians nationwide virtually from their headquarters in Eugene, Oregon. I like the fact that they handle everything from student loans to retirement to tax advice to investing for a flat fee. Schedule a free consultation at PhysicianFamily.com.
- Services: Financial planning, investment management, student loan management, estate planning, tax strategizing
- Fee Structure: Flat-fee
- Location: Eugene, OR
- Physician Family Financial Advisors application, ADV2
- Website, [email protected], (541) 463-0899
- Subscriptions from $315.00 per month
- Includes Annual Checkups, unlimited meetings & online portal
- Unlimited investment services without asset-based fees
- No upfront fee. Pay as you go. Cancel anytime.