395 North Service Road,
Just like good oral hygiene is important and requires adaily routine, so is your personal financial health, and likeany other health care professional, dentists are the busiestthey’ve ever been. While you’re taking care of yourpatients, who is taking care of your financial well-being?I told my dentist my teeth are going yellow. He told meto wear a brown tie. - Rodney DangerfieldSpecial Services for the Dental Community-Investments and Retirement FundingWe give you access to the investment management experience of many of thecountry’s top money managers. This breadth of product and service offeringenables you to pursue a broad spectrum of investment objectives.-Estate Conservation and Wealth PreservationWe work with your attorney and/or tax advisor to help design an effective estateplan incorporating your financial objectives. We offer strategies to help youconserve your assets and protect your estate from some of the federal and statetax obligations.-Business PlanningDentists are subject to rapid changes in their insurance and regulatoryenvironment. In addition, dentists who run their own practices need tocontemplate an exit strategy (or may want to buy/merge with other practices) allwhile juggling patient care, benefit plans for their employees, and businesstaxation 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, ourcommunity and our profession. Because you have a lifetime of financial goals andobjectives, we concentrate on building long-term relationships, and, as time goesby, you can count on us to be there to help ensure you stay on track toward meetingyour objectives.We invite you to call our office to set up an appointment to see how we might be ofservice to you.Equitable Advisors, its affiliates and financial professionals do not provide tax or legal advice. Please contact your personal tax and/orlegal advisors regarding your specific situation before taking action.