How We Serve
OUR VISION: We empower dentists to live their Ideal Lives.
OUR VALUE PROPOSITION:
We provide holistic financial planning & evidence-based investment management
HOLISTIC FINANCIAL PLANNING
Our comprehensive fee-only financial planning includes the following process:
We provide clients with evidenced-based investment options with low and reasonable costs that fit client risk profiles.
Among the variety of mutual funds offered clients is Dimensional Fund Advisors, a company that pioneered research and evidenced-based investment.