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Dental Professionals

As a dentist, do you ever feel there’s more you could be doing to improve your personal finances? We often see dentists battle with balancing patient care, practice management, growth, cash flow, marketing, budgeting, and everything in between. This may leave little to no time for personal financial planning.

Who We Are

Who We Are

Many dentists just don’t know where to start. Whether you’re a resident, associate, partner, solo practice owner, or a dentist nearing retirement, it’s important to have an organized and coordinated personal financial plan. Just as you encourage your patients to maintain routine cleanings, your personal plan should be routinely monitored.

Who we are - Chris, Randy, and David have over 30 years of combined experience, many of those working in the dental community. Our dental network has grown so much that we’ve created a specific division dedicated to serving the needs of dentists just like you. David routinely speaks and provides financial education to residents and students at UT Memphis, UAB, Meharry, University of Louisville, and University of Kentucky. The team participates in many dental specific business forums and is a proud sponsor of Interfaith Dental’s quarterly Happy Hour.

What We Do

What We Do

We understand the unique issues of the dental community. For our clients, we are the general practitioner of their finances. Our first focus is financial organization. From there, we spend a great amount of time helping clients understand their cash flow. As a dentist, your most important asset is your cash flow. We will work to protect, allocate, and maximize the efficiency of cash flow in your life now and in retirement.

Finally, many issues we may solve with our in-house resources. When appropriate, we will bring in specialists with whom we’ve formed strategic alliances with to help bring our clients additional services. These specialists may include (but not limited to) Bankers, Accountant’s, Attorney’s (Business and Estate), Real Estate Professional’s, Practice Broker’s, Practice Management Consultant’s, Marketing and IT professionals, Equipment Specialists, Risk Management Consultant’s, etc.

Do you feel like there is more you can be doing to maximize your plan but just don’t know where to start? If so, please connect with us to set up a one-on-one consultation now!

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Thank you!