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Dental & Medical Practitioners

Who We Serve

We understand that dental and medical practitioners have a very demanding work life. Our team helps them strategize and execute a plan to give them confidence in what life will look like once they choose to stop practicing.

We have a dedicated group of advisors that specializes in understanding the needs and financial decisions facing dental and medical practitioners, whether they operate proprietary clinics, or are partners in a larger group. The practice management, cash flow, retirement funding, and balance sheet management conversations are robust and of critical importance. We have honed our skills to be able to lead these professionals in their most sensitive financial discovery and exploration conversations. 

  • Succession & transition planning 
  • Workplace retirement solutions 
  • Cash flow management 
  • Liquidity management 
  • Tax planning & reduction strategies

    We’d love to meet you

    We’d love to meet you