Our comprehensive retirement planning process is dedicated to providing you with a unique financial perspective as you prepare for the next chapter of your life. If you own a practice, the transition of a buyout or sale is a key milestone to that you need to start thinking about now. Perhaps you work in a group practice and are considering full retirement or just scaling back to a couple of days a week. These are critical decisions to discuss with a financial advisor who not only knows your industry, but who takes the time to get to know you as an individual. Together, we’ll be able to understand how these decisions will impact your financial position in retirement.

The dentistry profession is complex and there’s a lot to talk about as you wind down your career and look forward to what’s ahead. We’re a wealth management company that specializes in these unique needs of retiring dentists.

Often times, dentists don’t consider the many financial opportunities that may be available to them as they near retirement. We want to prepare you to make the best decisions on tax planning, risk management, portfolio optimization, and estate planning.