Dentists
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.