Integrated Financial Planning for Dentists
There is no doubt that dentists are some of the most respected and affluent professionals in the workplace. In fact, according to U.S. Department of Labor reports, eight out of the top 10 highest-paying jobs in the nation belong to healthcare professionals. That's the good news.
As a dentist, you face several challenges when it comes to securing your financial future. Educational requirements, substantial student loans, and practice purchases delayed your ability to generate income and savings, while constant patient care and the need for continuing education demand your full attention, leaving precious little time to devote to your financial well-being.
Ironically, you spend most of your life caring for others, and very little time caring for yourself. What’s more, your income bracket makes you the target of financial specialists of all shapes and sizes, each of whom professes the expertise to provide you the most efficient retirement plan, a can’t-miss stock, comprehensive insurance coverage, tax shelters, the list goes on and on.
Ask yourself this:
- Can consultants looking through the microscopes of their own individual disciplines be successful in helping you achieve your financial goals?
- Who ensures that their combined efforts are squarely focused on your financial health in its totality?
That’s where we come in.
The Whole is Greater than the Sum of Its Parts
We offer financial planning programs designed exclusively for dentists. Our capabilities are driven by a team of financial talent and strategic thinkers who design and manage each of the four cornerstones of an integrated platform:
- Practice structure
- Risk management
- Portfolio design
- Asset protection
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 understand a dentists’ unique earning, spending and savings patterns across different specialties and age groups, and use that knowledge to design integrated financial plans that are intended to help you reach your goals most efficiently. We work hard to 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.
The key to our approach is the delivery and management of all programs and services through a single point of contact. We count on years of experience doing one thing: 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.
The Shortest Path
What sets us apart is our expertise and intellectual property and our exclusive focus on serving dentists. We believe that integrated financial planning delivered through a single, experienced Advisor maximizes your ability to reap the rewards your hard work has earned you. And we’re eager to build a detailed plan that identifies the date you can expect to reach financial independence.