Don’t let your years of dental school and patient relationships be put on the back burner when focusing on the future. Hiring a team of professionals that have your personal and business financial goals and needs in mind will help you make strategic business decisions to avoid future financial loss. Creating wealth and succession plans and knowing where your business is headed are vital for your future success.
Wealth Planning: Our Wealth Planning team supports both the dentists and the dental practice. We provide financial planning, investment advice, insurance, estate planning and retirement planning to help you successfully manage and understand your wealth. Our team helps you create a clear, concise plan to reach your financial, personal and charitable objectives.
Succession, Valuation & Transaction Planning: It’s important to understand the value of your growing practice and be adequately prepared for when you decide to transition out through succession or transaction. The planning you do now can save you time and money in the future.
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