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Retirement Planning | Are the Top 1 Percent Safe?

Most successful dentists are in the top 1 percent of income earners nationally. These tips will help you secure your future.

Read this new article I published in DentalTown to learn about:

  • The Simple Retirement Plan
  • Making your Income your Greatest Asset
  • Investments and Opportunities
  • Investment Mistakes
  • Fraud
  • Concentration Ratio

Click Here to Read the Article 


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A suite of resources to help you organize your financial life and get professional advice whenever you need it.

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1.5% AUM

or lower
(fee minimums apply)

A full service, personalized planning and portfolio management experience for dentists and specialists.

  • Dedicated CFP® advisor (unlimited access)
  • Custom, tax efficient portfolio management
  • Retirement plan optimization
  • Net worth tracking, estate plan coordination, collaboration with your other service professionals, and more…

Learn More

Join Today

Become a Dentist Money™ Member or Private Wealth Client of Dentist Advisors and get unlimited access to our collection of CE-approved episodes of the Dentist Money Show podcast (plus a lot more).

Dentist Money™ Membership

$49 / mo

billed annually
($69/mo billed monthly)

A suite of resources to help you organize your financial life and get professional advice whenever you need it.

  • Elements® planning app
  • CFP® advisor coaching ($595 per session)
  • Investing (0.5% AUM fee with no minimums)
  • Clients-only CE trainings, webinars, approved partner list, benchmark reports, and more…

Learn More

Private Wealth Management

1.5% AUM

or lower
(fee minimums apply)

A full service, personalized planning and portfolio management experience for dentists and specialists.

  • Dedicated CFP® advisor (unlimited access)
  • Custom, tax efficient portfolio management
  • Retirement plan optimization
  • Net worth tracking, estate plan coordination, collaboration with your other service professionals, and more…

Learn More
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