Broker Check

For Dentists

Dental Professionals

Our firm has a specialty division which is dedicated on the planning needs of Dentists.

This specialty division is called Dentist Wealth Advisors, LLC. 

This division has a dedicated team of advisors who specialize in and understand the planning needs of Dentists, in all stages of their careers. From the New Dentist, Mid Career Dentist, and to Dentists nearing retirement.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals and concerns.

Then work with you to help design a wealth management plan that is truly customized to your individual situation.

Our Mission

The Mission of our Dentist Wealth Advisors  team is to help Dentist improve their financial well being and increase the security of their financial future by following our propriety planning process.

For The New Dentist

From the time that you start your dental practice or join a practice your needs are different than that of the established Dentist.

Our New Dentist Program is designed to get your financial foundation established and organized.

Your focus should be in the areas of,

  • protecting your income in the event of sickness or injuring by establishing a well thought out disability income protection program.
  • establishing a budget and having a plan to control debt.
  • consolidating student loans when applicable.
  • establishing the proper life insurance program.
  • have a professional review of any employment contracts and agreements.
  • establishment of a Will and Power of Attorney and Trusts if applicable.
  • get your finances organized!

For the Mid Career Dentist,

  • establishing tax deductible and tax deferred retirement programs.
  • reviews of your disability and life insurance programs.
  • establishing properly allocated investment programs.
  • if owner of a practice, a through review of all employee benefit programs offered.
  • if a partner in a practice, now is the time to work on buy-sell agreements and business succession plans.
  • get your finances organized!

For the Dentist Approaching Retirement,

  • time to begin planning for phasing out or selling of your practice.
  • prepare detailed retirement projection to assure you have plans in place to provide optimal retirement income that you cannot outlive.
  • have your estate plan established or reviewed.
  • get your finances organized!

In all stages of your career working with one of our specialist with assure that you will have answers to the following questions,

  • Have you protected your life and lifestyle?
  • Do you have an effective and well thought-out retirement strategy?
  • Are you comfortable with how you are managing your debt?
  • Are your saving sufficiently for the future?
  • Are you sure that your are minimizing your taxes for the long run?

Please contact us below if you would like to learn more about our services and to arrange for a no cost complementary meeting.

A Good Place To Start- Protect Your Income

Most people know they need to insure their life, their car and their home or condo. But they often overlook insuring their most important asset - their ability to earn an income.

Your income is the primary source of funding for a lifetime of things, from basic necessities to the hopes and dreams you have for yourself and those you love. The million dollars or more you'll likely to earn over the course of your Dental career is surely an asset worth insuring.

But what would happen if your income stopped because you were too sick or insured to work? Without a paycheck, how long could you pay your rent, mortgage, utilities, buy groceries, make student loan payments, etc.? In all likelihood, your life would be thrown significantly off course.

And if you're thinking that most disabilities are the result of freak accidents, you're in for a surprise. The vast majority of disabilities, about 90%, are caused by various forms of illness including cancer, mental disorders like anxiety and depression, muscle and back problems, and heart disease.

If you would like a quote to get an idea of how much a disability income protection program would cost, just click on this link. 

If you would like for one of our Dentist specialty advisors to contact you, just complete your contact information below.

Dentist Wealth Advisors is not a registered investment advisor.