facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Book a free introductory call

Dental Practice Owners

We work with several dental practice owners, so we have expertise in solving your unique challenges.

Key issues we help dental practice owners with include:

  • Minimizing your tax burden
  • Weighing opportunities to invest in the practice vs. elsewhere
  • Optimizing the practice’s retirement plan offering
  • Making practice sale proceeds last the rest of your life
  • Consulting on cash flow and debt management, including student loans
  • Managing investments in an evidence-based manner
  • Coordinating with your CPA, attorney, and other advisors
  • Leaving finances to us so you can focus on family and career

We know how hard you've worked to become a successful dental practice owner, and how busy and stressful the job can be. Our mission is to take the worry off your plate and give you confidence in your financial future.