Who We Help

We work best with practicing or retired dentists & specialists who:
View money as a resource to help reach their most important goals, such as slowing down in the practice, retiring at a certain age, helping children with college expenses or purchasing a practice, etc.
Value the advice of a Certified Financial Planner(TM)  practitioner who takes accountability to help them reach their goals and designs strategies empowering them to do so.  
Want to regularly meet with a Certified Financial Planner(TM)   to determine if they are on track to reach their goals and if not to recommend changes so that they can reach their goals.  

Financial Planning Services Clients Receive

Comprehensive Financial Plan

Strategy Meetings to Update Action Plan

Investment Management Services

Staff Retirement Plan Presentation (if Applicable)

Ongoing Implementation

Continuous Email & Phone Support

Assessing if you can benefit from our services depends on...
Is your financial advisor
focused and committed to helping you with your specific needs?
Does your advisor
understand & help you reach your GOALS?
Do you have an
Action Plan
to ensure you
stay on track to reach your ideal life?



© 2020 Financial Freedom for Dentists, LLC

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