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Physician Family Financial Advisors

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Dear Journalist,

Part of our job is to make your job easier. Need a new story about changing interest rates? How about a quick quote on the rising cost of oil and gold?

Maybe you're wondering if doctors should be concerned about the latest insurance industry changes... or how the up or down trends in housing, employment, and consumer prices might impact the stock market.

Even better... you need a story idea, and you need it yesterday.

Call Ben Utley. He'd be happy to field your questions and give you something you can really write home about.

     Phone: 888-465-0899 (nationwide toll-free)

Or, contact us using the contact form below. When you do, we'll also send you timely, interesting ideas about the latest news that affects physicians, families, and other people who need money to enjoy a comfortable standard of living!

Need a Quick Quote?

No problem. Call Ben Utley at 888-465-0899 or just pull something from my blog about personal finance for physician families. If you quote me, use the text in the sidebar (right) to attribute the quote to me correctly, or if you want to reprint a blog post, you can use the text in the sidebar (right) to cite me, or contact me for more formal licensing rights. Whatever makes your editor happy.

A Few Choice Words For Journalists

Note: the following are excerpts from Ben Utley's blog about personal finance for physician families. Feel free to quote us with appropriate citation.

Not Simple, But Complete

The three words "buy and hold" are too few to describe an excellent investment strategy. So here's the unabridged version of what is widely known as "buy and hold":

BUY a well-diversified batch of high quality securities through a fundamentally sound strategy that presents the right balance of risk and reward for your family AND HOLD on until you reach your goals.

Not Perfect, But Getting Better

When it comes to the important things in life, physicians in particular "get" that there's way more to life than money. And some of the younger docs I'm working with take that thought a bit further, extending it toward their investment philosophy.

I'm talking about "socially responsible" investing or SRI. As a socially responsible investor, you're attempting to achieve your investment objectives without compromising your objectives as a person, a parent or a part of the planet.

I say "attempting" because the reality is that we don't live in a perfect world, and there are no perfect investments. But by being conscious of the impacts we have on our world - social, financial, environmental, and otherwise - we may move closer to striking the balance between our needs and the needs of generations to come.

Is it a good idea to bank on the family dollar?

Observed in real time, an expected inheritance has an insidious effect on the way people handle money on a day-to-day basis. Knowing that "some day" they'll have enough, people (even hard working people like physicians) tend to spend more than they should, and save less than they would otherwise. It's almost like they're discounting or pre-spending their inheritance. And it seldom ends well.

So here's the bottom line: Don't let your thoughts about other people's money in the future impair your actions with your family's money today.

Will your investments weather the coming recession?

Like the seasons that control our weather, the cycle of economic change is a natural part of the climate for investors. It may seem like a good idea to stay out of the weather, but it might be a better idea to plan for the elements - both fair and foul - by investing in an all-weather strategy.

Get a Good Story or Quote Here

(You'll receive regular story ideas on hot financial topics relevant to physicians)

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Fee Only Financial Planning and Investment Advice
Ben Utley, CFP
How To Quote Us

Use, "Ben Utley, founder of Physician Family Financial Advisors"

How To Credit Us

Use, "Ben Utley, founder of Physician Family Financial Advisors helps physician families throughout the country build, maintain and enjoy financial security that can last a lifetime. He can be reached toll-free at 888-465-0899, or on the web at www.physicianfamily.com."

100+ Appearances Since 1999

Author Mary Rowland wrote an entire chapter about Ben Utley's work with physicians in her book profiling "leading financial planners."

Medical Economics counts Ben Utley among the "150 Best Financial Advisers for Doctors".

The Wall Street Journal's Jonathan Clements featured Ben Utley's advice on the wisdom of a long-term investment strategy.

Physician's Personal Advisory asked Ben Utley how to garner an extra $5000 a year without risk.

Bloomberg Wealth Manager branded Ben Utley "the new breed of financial advisor."

Physician's Practice published Ben Utley's summary of the latest bankruptcy bill and it's impact on asset protection.

Consumer Reports cites Ben Utley's advice for families nearing retirement.

JK Lasser lists Ben Utley among it's "top financial professionals" for estate planning.

Be certain.

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399 East 10th Avenue, Suite 103; Eugene, Oregon 97401
541-463-0899; 888-465-0899 (nationwide)
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