Dentistry Wealth combines best practices in the fields of law, accounting and financial planning, providing un-biased and independent advice that is in the absolute best interests of our Dentists. Through constant planning, coaching and communication we are able to deliver uncompromised value to our Dentists in the form of tax savings, improved protection, lower cost insurance strategies and improved investment returns.
Dentistry Wealth works with over 500 dentists nationwide to help them achieve a greater level of success in their practice.
All of our dentists go through a comprehensive planning program where every aspect of their financial life is engineered by our team of CPA’s, attorneys and planners. This seamless approach ensures that you receive consistent advice that is unbaised, independent and best suited for you. As a fee based organization, we eliminate the salesmanship in the financial planning profession. Whether its protecting your assets, lowering your borrowing costs or reducing your income taxes – we work for you – searching for money amongst the thousands of dollars you earn every year but pay out unnecessarily. Best of all, your Optimal Plan is fully integrated and coordinated all under one roof. No more endless calls to an array of different CPA’s, financial planners, practice consultants, attorney’s and stockbrokers. Nor more hourly charges for potentially conflicting advice. No more worrying about whether you are getting the best advice that ensures your long-term success.
The planning starts with Risk Management. Insurance is an integral part of everyone’s life and more financial catastrophes are prevented