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?
I told my dentist my teeth are going yellow. He told me
to wear a brown tie. - Rodney Dangerfield
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.
-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.
-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.
Our commitment to you is demonstrated by 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.
Equitable Advisors, its affiliates and financial professionals do not provide tax or legal advice. Please contact your personal tax and/or
legal advisors regarding your specific situation before taking action.