Dentist Exit Planning

The firm provides investment advisory and financial planning services to individuals and high‑net‑worth clients, with a practice branded toward dental-practice clients and exit planning. Services include portfolio management, comprehensive financial planning (tax planning, retirement and estate planning), and ongoing retainer consulting for clients who want continuous planning support.

Advice is tailored to each client’s financial situation, risk tolerance and time horizon, and accounts are reviewed at least quarterly. The firm implements strategies directly and by recommending third‑party managers and platforms — notably AssetMark and a discretionary wrap/transaction‑free platform through Altruist — and typically uses mutual funds and ETFs as core investments while integrating tax considerations into ongoing work.

What distinguishes the firm from many peers is its explicit focus on dental practice issues combined with an insurance affiliate that offers commissionable products, a disclosed potential conflict of interest. The firm also serves pension and profit‑sharing plan clients, acts as a solicitor for third‑party managers, sponsors a wrap‑fee program, and runs client workshops and seminars, features that are less common among independent advisers.