As you approach retirement, you need to make key decisions about your practice and life post-career. Even if you walk away from your dental practice, you face critical decisions that will affect your quality of life. As dental wealth advisors, we will work with you to make sure you and your business are prepared for this transition, implementing strategies encompassing your practice’s sale or succession, retirement cash flow, investment account distributions, tax minimization needs, and legacy wishes.

COMMON QUESTIONS

• How do I analyze my options for a dental practice succession plan?
• How will the sale of my business impact my retirement plan?
• Should my spouse and I stay in the family home or downsize?
• How do I ensure I leave the legacy I desire for my loved ones and charity?