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For Dental and Medical Professionals

Success in the healthcare professions hinges on a variety of factors. Financial success, however, largely depends on your ability to manage critical decision points. Since 1997, we have developed and delivered integrated ideas on financial and retirement planning, risk management, wealth accumulation and preservation, and insurance protection to hundreds of dental and medical professionals and their practices.

As specialists in the financial planning needs of healthcare professionals, we have deep familiarity with the most important career transitions you will make:

  1. Entering practice through startup, acquisition or partnership buy-in
  2. Moving from practice to practice
  3. Planning your exit strategy, as you begin thinking about retirement and succession

Newly Licensed Professionals

  • Are you concerned about cash flow and debt reduction?
  • How familiar are you with your existing disability income insurance coverage?
  • What are your savings and retirement goals? It's never too soon to get started.
  • How are you protecting what matters most to you? 


Movement During Your Working Years

  • How will you budget repayment for debt service, your lease, payroll, taxes, and the many other expenses associated with running a business?
  • How do you avoid the most common mistakes that dental and medical professionals make during the transition to private practice?
  • Have you assembled a capable and well-connected team of advisors to assist you?
  • What are your personal and professional development goals?

Planning Your Exit: Thinking About Retirement and Succession

  • How well integrated is your personal financial plan with that of your business?
  • How will you leverage your practice to ensure you meet your retirement goals?
  • How do you best prepare for seamless business continuation?
  • Do you have an adequate estate plan?


Our commitment to serving the dental and medical professions extends beyond the financial services we offer. We are active in the healthcare community and regularly present at schools, conduct study groups, volunteer and sponsor industry events.

We also maintain active relationships with a range of other professionals - from banking relationship, tax professionals, attorneys, real estate consultants, dental equipment companies, so that we can continually add value to your practice, and provide you with a comprehensive set of resources.

Contact us today for a complimentary consultation.