Building a Bright Future

A fulfilling life is within reach. We’ll be there every step of the way.

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Live Without Limits

At Physician Financial Planning, we believe that faith, family, and finance are three of the most important investments you can make. That’s why we’re dedicated to helping you achieve your personal and financial goals and build the life you deserve for you and your loved ones. We understand the value of strong marriages, supportive family dynamics, and financial stability, and we’re committed to supporting our clients in these areas. Let us help you create a solid foundation and start investing in the things that matter most to you. 

A fulfilling life is within reach. We’ll be there every step of the way.

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Success Stories

DR. JAMES PRESSLEY

Orthopedic Surgeon

Goal
  • Stable philanthropy fund established
  • Investment return nearly doubled
  • Immobile assets liquidated and profit invested
  • IRA selected and instated
About John Pressley

Dr. James Pressley graduated at the top of his class at Harvard Medical in 2010 and accepted the opportunity to work there as a teaching surgeon and classroom instructor. After securing a partnership at his current practice, he opted to stay on-staff at Harvard as a recurring speaker and invited guest lecturer. Dr. Pressley also regularly uses his philanthropy fund (created in partnership with PFP) to donate to medical research efforts at Harvard and other institutions around the world.

Our Strategies

To provide Dr. Pressley with the assistance needed to achieve his short- and long-term goals, we’ve created a customized plan of action by way of increasing investments, liquidating immobile assets, and determining an IRA best-suited to fit his needs as a medical professional. We have also been able to identify the financial pathways in which he initially passed and opened them back up to generate improved advancement opportunities.

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DR. MARIA GOnZALEZ

Pediatrician

Goal
  • Personal brand campaign started
  • Investments started and monitored
  • Savings doubled from previous year
  • Student loans 90% paid off
About Maria Gonzalez

Dr. Maria Gonzalez is a pediatrician in the Greater Houston area. After graduating from Baylor, she began work in the emergency ward of Texas Children’s Hospital before moving on to a shared office private practice just outside of Katy, Texas. Gonzalez has been able to reach her current financial goals and is currently creating a new plan to cover long-term costs, including establishing her own practice within the next ten years.

Our Strategies

We developed an approach tailored to Dr. Gonzalez’s specific short- and long-term goals. In addition, we assisted in minimizing her taxes; managed a savings account added to her expanding portfolio; offered investment ideas and how to implement them; and balanced her saving and spending habits. Moreover, we have successfully diversified Dr. Gonzalez’s investments in fast-growing stocks, set up interest-accruing savings accounts, and created personalized spending plans.

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DR. ARTHUR FILLMORE

Family Doctor

Goal
  • Investments chosen for retirement
  • An advisor dedicated to ongoing retirement budget management
  • Taxes minimized and diminished
  • Legacy plan instated
About Arthur Fillmore

Dr. Arthur Fillmore is a 1989 med school graduate of the University of Tennessee at Knoxville and a practitioner of family/internal medicine. After ensuring his career was well-established from ten years at a joint practice, he opened his own practice, Fillmore Family Medicine, in 1999.

Our Strategies

We helped Dr. Fillmore to organize and budget for investments that will supplement his already established retirement fund. Strategies to help him in his retirement include ongoing budget monitoring and management, investing in low-maintenance properties, and tax minimization. We’re also currently helping Dr. Fillmore to develop his legacy plan.

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