We focus on your finances so you can focus on living life to the fullest.

It’s Time To Shore Up Your Personal Finances.

Start planning for the endless days of freedom that lie ahead. There’s a lot to be done and WealthFD is here to make it all manageable. We want to look at your savings rate, allocation to various retirement vehicles, and portfolio complexity, as well as help you strategize on when to take social security.

In our work together, we may discover that just a couple more years of work and Social Security contributions beyond what you had originally planned could actually make a world of difference in your retirement outlook. On the other side of the coin, we may find out that you can retire even earlier than expected – congratulations!

That’s why we make it a priority to get to know your personal situation, so we can weigh all the options. We call them our “what if” scenarios. What if you worked part-time for a few more years, moved closer to family, or bought a smaller vacation home so you can still afford that luxury convertible? What-ifs are a lot of fun, and a critical part of the pre-retirement process we do here at WealthFD.

Here's How We Can Help

Retirement Planning

Together, we'll develop a plan for your ideal retirement that uses your savings to empower you to live your best life.

Fiduciary. legally responsible. no exceptions.

Our Promise To You

Like you, we give competent, objective advice that’s always in the best interest of those we serve. We’re skilled listeners who offer financial advice tailored specifically for dentists. And just as we do with every client, our financial advisors promise to abide by the fiduciary standard.


Contact Us.