Investment Management - Oceanside, California, United States
We are passionate about inspiring our clients to be better dentists, make smarter financial decisions, and to get clear on their goals and values. We believe that when you are clear on your values decisions are easy.The way in which we do this is by helping Dentists create strategies for success both in their practice and their personal life. This might include: Practice management, refinancing, practice transitions, successfully placing associates, Demographic and market research, asset protection, proactive tax planning, and financial planning. We are unique in the industry in that we have built a team of experts who's focus and expertise are dentists. We all share the belief that our clients deserve to be treated like we would want to be treated. This means; fair fees, no contracts, and being held accountable for our performance. Our team of advisors are all focused on helping our clients succeed as professionals in dentistry. Every dentist who has followed our plan has increased practice profitability, decreased tax and other liabilities, had a real understanding of where they stand financially and for the first time our clients understand where they need to go.
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