We Specialize in Serving Dentists
As a dentist your needs are unique. You have the tremendous responsibility for the health of your patients, as well as managing a small business. This often leaves you strapped for time and dealing with exhaustion and frustration. The constant care for others leaves precious little time to devote to your financial well-being.
Unparalleled level of expertise
We understand the unique earning, saving and spending patterns of dentists across different specialties and age groups, and utilize that understanding to build a customized financial plan focused squarely on the needs and objectives of each of our clients. We work hard to help mitigate threats to your income and investments, and possible exposure to creditors and frivolous lawsuits. We also help dentists recognize the tax implications of their entire portfolio and select the most effective pension and business structures.
Our comprehensive Integrated Financial Planning strategy is designed to help dentists accumulate, preserve and enjoy the wealth that an extensive education and years of hard work have earned. In order to do so, we bring together a balanced financial platform of practice structure optimization, risk management, portfolio design and asset protection.
Solution centered — Results oriented
Through our team of experts, we employ proprietary analytical tools to help dentists identify inefficiencies in their existing financial strategies and correct these shortcomings.
Our planning methodology seeks to project the timeline and dollar amount necessary to achieve financial independence, which we define as the date when your savings (and income from savings) afford your lifestyle needs … allowing you to live the rest of your life doing whatever you choose to do. And, by avoiding excess risk, maximizing allowable deductions and protecting your wealth from unexpected events, we chart what we believe to be your shortest course to financial independence without compromising the lifestyle to which you have grown accustomed.
We employ a conservative approach committed to unwavering regulatory compliance that seeks to avoid unwarranted risk, maximize allowable deductions and protect income and savings from unexpected life events.
We count on years of experience and resources dedicated to a singular focus: leading dentists to financial independence-the point in your life when your savings (and income from savings) afford your lifestyle needs throughout your life expectancy.