A lot of trust is placed in a financial advisor, so make sure you choose wisely. Most financial advisors aren’t specialized in one area of expertise, and they work with a larger number of clients. Because they work with a wide variety of individuals, their experience is limited when it comes to working with dentists.
We find most advisors spend their time selling financial products rather than solving financial problems. If an advisor doesn’t understand your practice financials, business value, debts, or real estate, how can he develop a successful retirement plan specialized for your specific needs? If your advisor doesn’t understand the relationship between your business and personal expenses, how can he advise you effectively on personal finances? By understanding both personal and practice financial issues, we can help you make smart decisions with your money.
When you become a client of Dentist Advisors, you get access to our proprietary processes and tools we designed to ensure we see the big picture and cover all the essential parts of financial planning on a regular basis.
Our proprietary processes and tools include:
- Elements™ – Track your progress over time and help your advisor identify red flags that may be holding you back and delaying retirement.
- Red Flags™ Retirement Roadmap – A set of essential financial planning and retirement components we complete each calendar year.
- 24/7 Dashboard – Organizes all your wealth in one place – practice and personal.
Give us a call today to develop your personalized comprehensive financial plan.