The Anytime Advisor Chat is your way to get questions answered on demand! You can use the pop up window in the bottom right corner to submit your questions anytime. If our advisors are not available to chat, you will receive an email back within 24 hours!

You can ask questions such as:

  • “What factors should I consider before choosing between a traditional 401(k) and a Roth 401(k)?”
  • “What is the average savings rate for a 40 year old dentist?”
  • “Do you know any CPAs who work with a lot of dentists?”
  • “Is there a good rule of thumb for life insurance coverage?”
  • “How many months of personal spending do you typically recommend keeping in an emergency fund?”
  • “Do you recommend any books that will help me learn the fundamentals of financial planning?”
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