The Ultimate Guide to Becoming a Wealthy Dentist
Winning at the Game of Loans
Dental specialists typically start their careers with six or even seven figures of debt. We help you navigate the student loan government payment programs (IBR, PAYE and RePAYE) along with refinancing options, while balancing practice loans, building mortgages, and home mortgages to kick off your financial plan.
Tax and Investment Strategies
With six figure incomes, dentists get hit particularly hard by Uncle Sam. We work to understand your situation and employ the proper balance of wealth maximization with financial freedom. With a niche focus in SIMPLE IRA's, 401(k) profit sharing plans, and cash balance plans, tax avoidance is our mantra while investment management is our expertise.
Protect Your Family
If you are the primary breadwinner, keeping your family protected is critical. Disability insurance needs to cover not simply just the loss in your income, but also provide funding for your employees while you are away. Term life insurance, long term care insurance, and proper estate planning are all necessary. We help in all of these areas to bring your family peace of mind.