Retire Without Regrets
Physician Family Financial Advisors help doctors with kids turn a good income into a great life by getting on track and staying on track for college and retirement.
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
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 200+ physician families investing over $300M 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.
Physician Family Financial Advisors have been featured in...
Physician Family on Kevin M.D
Ben Utley, Physician Family founder, and Kevin talk about how physicians can find true happiness beyond wealth. They explore how doctors can escape the pressure of paying off debt while maintaining relationships with their families, define what “enough money” actually means, and find balance between financial success and personal fulfillment.
Nate Reineke, CFP®
Primary Advisor
Chelsea Jones CFP®
Primary Advisor
Kyle Hoelzle CFP®
Investing specialist
Jackie Gaynor
Service Coordinator
 Get On TrackÂ
with a plan for retirement
Starting at $3,000
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
Starting at $575/month
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
Turn Your Successful Career In Medicine Into A Retirement Without Regrets
Find out if we're a match by clicking the button below to apply for an interview.
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 Nate Reineke and Chelsea Jones answer your questions about investing for retirement, saving for college, and raising financially responsible children.
