A complete list of active advisors currently associated with Financial Freedom for Dentists LLC
Warmer can help you find a great advisor at Financial Freedom for Dentists LLC or one who fits your needs even better.
Financial Freedom for Dentists LLC provides discretionary asset management, financial planning, variable annuity management, and retirement-plan services to individuals (including high‑net‑worth clients), corporations and plan sponsors. The firm also offers ERISA plan services and may act as a 3(38) investment manager for retirement plans, and manages client accounts through a custodian relationship it typically recommends with Charles Schwab. FFD’s portfolio construction is guided by Modern Portfolio Theory and implemented primarily with mutual funds and ETFs to represent targeted asset classes; accounts are reviewed at least annually with quarterly rebalancing and consideration of tax‑loss harvesting. The firm operates on discretionary authority, documents client goals and allows client‑imposed investment restrictions, and provides regular account reporting through custodians. Noteworthy items in the brochure include an emphasis on client education — FFD holds seminars and workshops for the public and provides complimentary virtual initial and ongoing staff retirement presentations for 401(k) clients — services the firm describes as educational rather than individualized advice. The firm also highlights niche features such as offering Pooled Employer Plan (PEP) options, ongoing variable‑annuity management (recently expanded to include fee‑based annuity management), and complimentary financial planning for clients with certain asset levels.
To learn more about the advisors currently working at Financial Freedom for Dentists LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Snoqualmie, WA
| 5
| |
Snoqualmie, WA
| 24
| |
Snoqualmie, WA
| 2
|
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