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Services

Utley Financial Planning offers services to physician families throughout the United States. All services can be delivered in person, by teleconference or via email.

Advisor On Call: Planning at the speed of life

Advisor On Call is a financial planning service that helps physicians win control of their personal finances.

With Advisor On Call, you gain priority access to an experienced Certified Financial Planner™ who delivers the advice you need, when you need it. You'll make better, faster financial decisions and take action to build, maintain and enjoy financial security.

To accomodate the pace of a physician's schedule, Advisor On Call combines as-needed consulting with on-demand financial planning to help you prepare for near term objectives (like practice buy-ins and home purchases) and plan for long range goals (including college education and retirement).

Delivered via a month-to-month engagement, fees for Advisor On Call is $400  per month.

If you're unsure about how to plan your family's next financial move, choose Advisor On Call.

ProActive Portfolio: Investing Intentionally

ProActive Portfolio is an investment advisory service that frees physicians from the chore of portfolio management.

With ProActive Portfolio, you benefit from the judgment and expertise of a Certified Financial Planner™ who carefully manages your investment accounts for you in a manner meant to match your comfort level.

ProActive Portfolio is perfect for physicians because it empowers you to make the key decision about asset allocation, which makes it easy for you to delegate the detailed day-to-day tasks of portfolio management, including securities selection, trading, performance monitoring and responding to changes in the markets and the economy. We keep you in touch and on track through annual checkups and as-needed updates.

Unlike services offered by other advisors, ProActive Portfolio brings careful management to just about any account - including your 401k - no matter where it's located. This means all your accounts - even the smaller ones - get the attention they deserve.

Fees for ProActive Portfolio are 1% of the first $1 million in assets under management with breakpoints and lower rates for each additional million under management.

If you're overwhelmed by the thought of managing your family's investment portfolio, choose ProActive Portfolio.

Get Started

Click here to schedule a time for an initial teleconference.