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
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...
WHERE
YOU ARE
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Investment Management
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Retirement Plans
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Debt-load (student, practice, mortgage),
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Ownership -- building & practice
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Cash flow stress & Find money to save
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Finance kid's college
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Minimize estate & income taxes
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Align your finances with your partner
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Portfolio Tax-loss Harvesting
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& Much More...
Is your financial advisor
focused and committed to helping you with your specific needs?
We have helped hundreds of dentists with...
WHERE YOU WANT TO BE
We help dentists
Align Finances to...
Does your advisor
understand & help you reach your GOALS?
What matters most
the Lifestyle
the Experiences
the Impact you make
the Time you spend with Loved Ones
the Legacy you leave
A PLAN TO GET THERE
Do you have an
Action Plan
to ensure you
stay on track to reach your ideal life?
We Provide Dentists with...
A deep relationship of trust with an advisor who understands where you are, where you want to be and how to help you get there.
A high level of service &
a constantly updated Action Plan to help you adapt to life changes and market fluctuations to ensure you stay on track to reach your ideal life.