Dentist Journey
As a dentist, your life journey is unique in its own way. You progress through dental school, graduate and start as an associate, become a practice owner, and eventually retire. Your career path leads to a unique financial journey, different from the average professional or executive.
Our team has been advising hundreds of dentists and their families on money matters ranging from retirement planning, debt management, real estate acquisition, practice valuations, personal finances, tax planning and more. With the industry knowledge, we are able to help our dentist clients with advanced tax efficient wealth planning on all topics encompassing corporate and personal finance, integrating your wealth and financial goals with a comprehensive investment plan.
Our services include:
- Financial planning to help you clarify your goals and timelines and outline step-by-step strategies to achieving them
- Investment management, taking into account your goals, life stage, and risk tolerance
- Tax planning, through structuring of your personal and business finances to minimize tax, and increase your income and wealth
- Estate planning to ensure that your legacy and your family is protected
- Charitable giving, through a personal foundation that donates to the causes that matter to you
- Corporate cash flow management to help you manage your business cash flow by reducing borrowing costs and taxes, and maximizing savings
- Advice seminars and world class research on the global and local economy and how it impacts you and your business
The program includes specials on:
