Our Focus is Dentists & Physicians
Please Note: Our primary focus is working with privately owned dental and specialty physician offices but we do work on a case by case basis with other small business owners & estate clients for retirement and estate planning purposes. We work with a select group of individuals and families and strive to give the best customer experience. So, with that being said, our business owners & estate clients must have a minimum net worth of one million. However, dentists and physicians are exempt from this requirement.
* Retirement Income Planning
* Premium Financing
* Executive Deferred Compensation
* Key Person Planning
* Profit Sharing & Cash Balance Plans
* Backdoor Roth Strategies
* Roth IRA Conversions
* Estate Planning: Wills & Trusts
* Social Security Maximization Strategies
* Business Continuity Planning
* Wealth Transfer Consulting
* Buy Sell Agreements