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Special Services For Dental Community

"I told my dentist my teeth are going yellow. He told me&#160;to wear a brown tie."<br/>-Rodney Dangerfield

"I told my dentist my teeth are going yellow. He told me to wear a brown tie."
-Rodney Dangerfield

Just like good oral hygiene is important and requires a daily routine, so is your personal financial health, and like any other health care professional, dentists are the busiest they’ve ever been. While you’re taking care of your patients, who is taking care of your financial well-being?

Special Services for the Dental Community

Investments and Retirement Funding

We give you access to the investment management experience of many of the country’s top money managers. This breadth of product and service offering enables you to pursue a broad spectrum of investment objectives.

Business Planning

Dentists are subject to rapid changes in their insurance and regulatory environment. In addition, dentists who run their own practices need to
contemplate an exit strategy (or may want to buy/merge with other practices) all while juggling patient care, benefit plans for their employees, and business taxation issues, to name just a few. We can help you identify the most costeffective and efficient business structure and benefit programs.

Estate Conservation and Wealth Preservation

We work with your attorney and/or tax advisor to help design an effective estate plan incorporating your financial objectives. We offer strategies to help you conserve your assets and protect your estate from some of the federal and state tax obligations.

Our Commitment To You

Our Commitment To You

We want to demonstrated our dedication to our clients, our community and our profession. Because you have a lifetime of financial goals and objectives, we concentrate on building long-term relationships, and, as time goes by, you can count on us to be there to help ensure you stay on track toward meeting your objectives. We invite you to call our office to set up an appointment to see how we might be of service to you.