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Building and Implementing
Your Ideal Retirement

Retirement may be decades away for you, or it may be mere months. Regardless, we will work with you to create the retirement you envision. We will assess your situation and help you determine how much you need to be saving to stay on track for retirement—or to get back on track if you are behind.

Your retirement plan will include a blend of strategies such as Social Security optimization and advanced solutions unique to practice owners and high-income professionals. The latter could include, for example, the combination cash balance plan, 401(k) plan, and profit sharing plan, which can be extremely beneficial for dental practices as it allows you to save retirement, reduce taxes, and provide incentives for employees.

When the time for retirement comes, we will already have in place the financial, investment, tax, and insurance strategies to help make the transition a seamless one. And as you settle in to your new life chapter, you can rest assured that we will continue to manage the details so you don’t have to.

Check the background of this firm/advisor on FINRA’s BrokerCheck.