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SERVICES WE OFFER
What is wealth planning? Wealth planning is a client-centric process focused on developing a roadmap to help build, protect, and transition wealth by looking at every aspect of your financial life including:
Strategies to minimize individual and business income, payroll, gift, and estate taxes.
Grow practice profitability and EBITDA through overhead analysis, growth strategies, procedure review, fee structuring, assist with buying a business, and discuss practice real estate matters. Determine a successful transition strategy and discover how selling to a DSO impacts your net worth.
Determine how much is needed to achieve financial independence, how long it will take to get there, and provide a roadmap to get to the destination. Already financially independent? Provide strategies to maximize net worth and minimize taxes.
Analyze current investment portfolio and compare it to a portfolio with a passive, index-based approach designed to: minimize taxes, minimize fees, reduce risk, and provide the philosophy that gives investors the best chance of investment success.
10 years ago. The second best time is today.
Review current retirement plan and make recommendations to maximize tax-deductible contributions
Determine if doctors should bring on an associate, partner, or sell to a DSO and how each scenario will impact their life. Determine the best course of action for the practice as doctors approach retirement.
Plan for unforeseen moments in life (disability, death, asset protection, etc.). Review insurance coverages to ensure proper coverage without overpaying premiums. Discuss estate planning strategies based on legacy goals.
Education planning, debt management, home purchase, real estate analysis, emergency fund, charitable giving, Social Security, Medicare, and other planning needs.
THE PROCESS
We kick off our partnership with a call dedicated to setting clear goals, clarifying data and documents, and establishing expectations. Transparency, open communication, and trust are fundamental to our long-term partnership, and we prioritize fostering these qualities from the very beginning.
FREQUENTLY ASKED QUESTIONS
Explore our frequently asked questions to learn more about our services and how we can help you.
Along with providing financial planning and investment management services, we build customized tax and business plans for dental practice owners. Our background in tax compliance and dental business planning equips us with specialized insights, allowing us to cater specifically to the dental industry. This niche focus enables us to deliver tailored solutions for dental practice owners.
Top three reasons: Dental industry knowledge, tax knowledge, and over 20 years of experience. I spent over 14 years working exclusively with doctors learning the business side of dentistry while building tax and business plans for them, have big four public accounting tax experience, and provided investment management services at Vanguard where I managed assets for high-net-worth individuals.
The great Yogi Berra once said “If you don’t know where you are going, you might wind up someplace else.” Trying to achieve your financial goals without a wealth plan is like practicing dentistry without an x-ray – it doesn’t work very well. A wealth plan serves as a comprehensive roadmap to help you make informed decisions to achieve your financial goals and secure your financial future.
Along with providing financial planning and investment management services, we build customized tax and business plans for dental practice owners. Our background in tax compliance and dental business planning equips us with unique insights, allowing us to cater specifically to the dental industry. This niche focus enables us to deliver tailored solutions for dental practice owners.
Top three reasons: Dental industry knowledge, tax expertise, and over 20 years of experience. I spent over 14 years working exclusively with doctors learning the business side of dentistry, built over 500 tax and business plans for doctors, have big four public accounting tax expertise, and provided investment management services at Vanguard where I managed over $300 million of client assets.
The great Yogi Berra once said “If you don’t know where you are going, you might wind up someplace else.” Trying to achieve your financial goals without a wealth plan is like practicing dentistry without an x-ray – it doesn’t work very well. A wealth plan serves as a comprehensive roadmap to help you make informed decisions to achieve your financial goals and secure your financial future.
No – while investment management is an optional service, doctors may choose to engage our wealth planning service on a stand-alone basis, or they may utilize both the wealth planning and investment management services.
No – our goal is to help doctors achieve financial freedom, including young doctors that have not accumulated a lot of investable assets yet.
We have multiple investment strategy options but our lead strategy is a passive, index based approach designed to minimize taxes, minimize fees, and provide the philosophy that gives investors the best chance of investment success.
Yes – we do what’s best for the client.
Yes – we work with doctors all over the United States.
Didn’t find the question you’re looking for?
704.251.9550
704.251.9550
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