top of page

Who We Help

We work best with practicing or retired dentists & specialists who:
Family Walking On the Beach
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.
Analysing Data
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.  
first clients1.JPG
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

Read More

Assessing if you can benefit from our services depends on...
WHERE
YOU ARE
Is your financial advisor
focused and committed to helping you with your specific needs?

​

  • Investment Management

  • Retirement Plans

  • Debt-load (student, practice, mortgage),

  • Ownership -- building  & practice

  • Cash flow stress & Find money to save

  • Finance kid's college

  • Minimize estate & income taxes

  • Align your finances with your partner

  • Portfolio Tax-loss Harvesting

  • & Much More...

We have helped hundreds of dentists with...

​​

WHERE YOU WANT TO BE
Does your advisor
understand & help you reach your GOALS?

We help dentists

Align Finances to...

​

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.​

 

 

© 2020 Financial Freedom for Dentists, LLC

​

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Financial Freedom for Dentists LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Advisory services are offered through Financial Freedom for Dentists LLC, a SEC Investment Advisor.  Financial Freedom for Dentists LLC is not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Washington or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Images and photographs are included for the sole purpose of visually enhancing the website. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. The inclusion of any link is not an endorsement of any products or services by Financial Freedom for Dentists LLC. All links have been provided only as a convenience. These include links to web sites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another web site, you are subject to the privacy policy of that new site.  When you follow a link to one of these sites neither Financial Freedom for Dentists LLC, nor any agency, officer, or employee of the Financial Freedom for Dentists LLC warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.

​

Advisory services are offered through Financial Freedom for Dentists LLC, a SEC Investment Advisor.  The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

bottom of page