Ben Dobler, CFP®, EA Personal Choice Financial

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About Ben Dobler, CFP®, EA

Hi, I’m Ben Dobler, a Fee-Only CERTIFIED FINANCIAL PLANNER™ professional and Enrolled Agent.

As a husband and a father, I’ve personally worked through every step of establishing a comprehensive financial plan for my own family, including cash flow planning, company benefits analysis, insurance needs analysis, income tax planning, retirement planning, debt planning and paying off student loans, estate planning, and saving for college.

Having friends and family members in the medical profession has inspired me to work with young doctors and health professionals in particular to address their unique needs around student loans, complex benefit packages, and relocating for residency, fellowship, and attending positions.

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Recently Published

Student Loan Changes in the Biden Administration

December 1, 2021

Updated: December 22, 2021. The Biden Administration has made key changes to student loan payments, servicers, and forgiveness opportunities. Doctors may need to take action to restart payments, revisit refinancing, or qualify for PSLF under the new rules. Your student loan payments are now scheduled to restart in May 2022. However, a lot has changed […]

The post Student Loan Changes in the Biden Administration appeared first on Financial Rounds.

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What Biden’s Tax Plan Means for Doctors

October 11, 2021

Recently, Congress released proposed legislation to codify President Biden’s Tax Plan, also known as the American Families Plan. In its current form as the Build Back Better Act, the bill could be the most significant overhaul of the tax code in decades. For doctors, the proposed changes include higher tax rates, changes to retirement savings […]

The post What Biden’s Tax Plan Means for Doctors appeared first on Financial Rounds.

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Everything You Need To Know When Hiring a Nanny

June 11, 2020

Whether you are a dual doc family, a doc with another professional, or a single doc with children, child care is one of the most significant and essential expenses you’ll need to address. Depending on where you live, hourly wages for a nanny caring for one child range from $14 to $22 per hour according […]

The post Everything You Need To Know When Hiring a Nanny appeared first on Financial Rounds.

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Ideal Clients

  • Dentists
  • Gen Y/Millennials
  • Medical Professionals
  • Veterinarians

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $250+/mo
  • Assets Under Management: 1.00%

SEC Records

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