Testimonials

"After residency, I knew I was at a transition point where I needed an advisor to help me figure out how to manage student loans, buy a house, and make other financial decisions. Kelly and the team are approachable and patient, and when I don't know where to turn, they provide clarity and reassurance. I have less anxiety because I'm not alone, and I don't have to waste time searching Google or explaining the unique aspects of my industry. I actually feel ahead of others my age!"

KRISTY BRYANT

"Kelly won my wife and I over by being personable, not pushy! The best thing is their expertise with dental professionals provides options and flexibility in terms of investing and scheduling that work for us. We can breathe easier that if anything were to happen, we are taken care of, which then gives me more confidence in investing. We've had a ton of changes, and with Kelly's team, we are excited about the future."

BARRET AND JORDAN DAVIDSON

Questions Dentist Often Have

Where do I begin?
How do I save for retirement and pay down debt and have some fun along the way?
What are the pros and cons and steps to the various practice options?
Should I pursue business ownership or employee/practitioner route?
How do I buy out a practice?
Can I get the business loan I need?
What do I need to go to the bank?
How do you be a business owner and a dental practitioner?
What does maternity leave look like?

Ways We Assist Dental Professionals

Managing school debt
High income tax efficient strategies
Low-paying residencies
Protecting your most valuable asset – your ability to practice medicine.
Overcoming shorter time horizons to save for retirement after finishing training.
Business transition planning

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Whether you are a specialist in the dental market or a dental practice owner, we'll answer all these questions and provide you with the resources and connections you need to take the stress off your shoulders. Specializing in professionals just like you we understand the options and decisions you are facing and can not only share real life examples of what some of our other clients have done but also connect you to all the resources to navigate each step successfully.

Dental Practitioners