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Financial Planning for Dentists

Much like dentistry, the field of finance has been the subject of much scientific research and data, and should be approached with the same level of discipline and thoughtfulness. Making the most of your earning years requires a plan for addressing many of the following issues. Please contact us and we can discuss these and other topics to help support you and your dental practice.

Early Career Dentist - Residents and Associates

  • Comprehensive financial plan (personal)
  • Debt consolidation planning / repayment strategies
  • Insurance planning (personal)
  • Practice planning / planning for future practice acquisition
  • Investment / retirement planning

Mid-Career Dentist - Owners and Experienced Associates

  • Comprehensive financial plan (personal and practice)
  • Insurance planning (personal and practice)
  • Property & Casualty insurance review (personal and practice)
  • Key person / bonus planning
  • Tax strategies
  • Investment / retirement planning
  • Education planning – children & grandchildren
  • Early estate planning
  • Asset protection planning
  • Practice benchmarking services

Late Career Dentist - Owners and Experienced Associates

  • Comprehensive financial plan (personal and practice)
  • Insurance planning (personal and practice)
  • Property & Casualty insurance review (personal and practice)
  • Key person / bonus planning
  • Tax strategies
  • Investment / retirement planning
  • Retirement income / distribution planning
  • Social Security analysis
  • Estate planning
  • Practice benchmarking services
  • Succession / transition planning

Download our Whitepaper -  “14 Reasons We Believe Dentists Should Work with Dental-Focused Financial Advisors”

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