On today’s show, your hosts Peter and Traci talk with Ben Utley, Service Team Leader at Physician Family Financial Advisors. Ben started Physician Family Financial Advisors with a chemistry and business background and his team works to provide services specifically for physicians with children. Ben and his 3 other advisors help to guide about 200 of their clients in their personal finances by staying on track for retirement and invest money without percentage AUM fees. Retirement for their doctor clients is not about maximizing wealth, it’s mostly about minimizing regrets. The Physician Family Financial Advisors website offers a simple quiz so you can see if you are a good fit. Rates are posted on their website and they offer a monthly service pricing. Ben’s expertise has been recognized in over 100 media appearances in the past 25 years. Go to PhysicianFamily.com for more information.
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