We empower dentists to achieve financial freedom
Financial Planning & Investment Management for Dentists
Dentists typically have complex financial situations involving significant debt loads, practice management and ownership issues, investments, retirement plans, etc.
After helping hundreds of dentists from all across the country, Financial Freedom for Dentists LLC was established to be a place where dentists receive fee-only, comprehensive financial planning advice and academically researched investment strategies tailored to each client's unique situation.
Should I pay down my debt or save money for my retirement?
EVIDENCE-BASED INVESTMENT MANAGEMENT
Among the variety of mutual funds offered clients is Dimensional Fund Advisors, a company that pioneered research and evidenced-based investment.
ALLIANCES
Connecting you with Industry Leaders
to discover & ensure cutting-edge technology, services & support to each and every client.
Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training & experience requirements and are held to rigorous ethical standards.
Founded in 1981, Dimensional has a long history of applying academic research to practical investing. "We take a less subjective, more systematic approach to investing—an approach we can implement consistently and investors can understand and stick with, even in challenging market environments."
Low-cost investment options that let you keep more of what's yours. Vanguard investors own the funds that own Vanguard. No outside owners means no conflicting loyalties, which helps keep costs low.
A brain trust and the leading professional association of Fee-Only financial advisors—backed by highest level continuing education & research. In the greater Seattle Area, only a limited number of advisors have qualified to be NAPFA Registered Financial Advisors.
Life happens. Stock market downturns occur, unexpected expenses happen, revenues can decrease, children may need more resources. It is essential that your financial plan is up to date.
Our financial advisors are responsive & proactively engaged with clients
to help them weather the storms.
LIFE IS FULL OF CHANGES
Life happens. Stock market downturns occur, unexpected expenses happen, revenues can increase or decrease, children may need more resources.
It is essential that your financial plan is up-to-date. Financial advisors remain responsive and proactive to help clients manage finances through life changes.
Financial Planning Like Hygiene
Making sure your financial plan stays on track is just as important as your patients having their teeth cleaned every 6 months. For clients to reach their goals, effective financial planning & investment management is an ongoing process. We are responsive and proactively engaged with you to ensure your financial plan is up-to-date.
OUR VALUES
Trust
We take time to listen to you and understand your dreams and concerns. As fiduciaries & and fee-only financial advisors, we provide advice which is always in your best interest. We do what we say we are going to do for you.
Communication
We schedule regular meetings with you to update the advice which we have given you. We are very responsive to your questions and concerns, with customer service our top priority.
Expertise
We deliver financial planning advice specific to your situation. We provide academically validated & evidenced-based investment management services. In addition, we assist you in implementing the advice which we provide.
