MAXIMIZE YOUR FINANCIAL GROWTH WITH OUR FIDUCIARY FINANCIAL PLANNING FOR MID-CAREER DENTISTS.
Say goodbye to the overwhelming feeling of managing your investments, savings, and family finances while juggling your busy dental practice management and retirement plans. Our Coordinated Financial Overview™ process is tailored specifically to mid-career dentists and designed to protect your assets while maximizing your growth. Let us help you achieve your financial goals.
OUR SERVICES FOR MID-CAREER Dentists
Our services are tailored to the specific concerns of mid-career dentists, focused on Clarity, Confidence and Comfort.
- Retirement Planning
- Tax Loss/Gain Harvesting
- Estate Planning
- Long-Term Care Review
- Collaboration with Advisors (Tax/Legal/Insurance)
- Asset Location Strategy
- Debt Payoff Strategy
- Business Growth Planning
- Investment Monitoring
- Real Estate Analysis
- Work/Life Balance
- Risk Management
- College Planning for Kids
- Second Home Analysis
- Financial Independence Planning
Want to know more? We get it! Learn more about our fee-only pricing structure and read the answers to many frequently asked questions right here.