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Tuesday, September 10, 2019

After Labor Day, when the temperatures (hopefully) start to drop and football season begins we start thinking about employee benefits, specifically retirement plans as there are specific deadlines to keep in mind. Questions to ask...

Wednesday, August 14, 2019

Limited Liability: Take care of your Business / Practice, it will take care of you. Business and Practice owners have many issues they deal with – cash flow analysis, employee retention, retirement planning and litigation...

Monday, July 8, 2019

You spend time developing your patient’s dental treatment plan, but how much time do you spend on your own “Financial Treatment Plan”?

Monday, June 17, 2019

We are excited to announce our new location which is more central and just south of uptown Charlotte...

Thursday, May 16, 2019

When is the last time you reviewed your debt load as part of your overall cash flow? Our clients tend to have numerous sources of debt...

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Wednesday, April 10, 2019

Over the last decade the debate has ragged on... which investment strategy is best for me? Active or passive? What are the pros and cons? Why do I have to choose just one? Do I have to choose just one? Why not choose the best of both...

Monday, March 25, 2019

We help dentists plan for many phases of their careers and ultimately their financial independence. Retirement and transition planning conversations take place throughout many of our meetings. The key here is to strategically invest...

Monday, February 4, 2019

Employer Sponsored Retirement Plan Service Model Retirement plans can offer great benefits to you and your staff. They can provide an efficient savings vehicle in addition to tax advantages. However, as your plan grows, do you have an...

Monday, January 28, 2019

Planning for the unexpected is a crucial part of any well-structured plan. As an umbrella protects you from the elements, Business Loan Protection (BLP) can protect you from unforeseen health events that might keep you from paying...

Wednesday, January 23, 2019

Recently, it’s hard to turn on the news and not see something regarding the “roller coaster” on Wall Street. Or “Buckle Up, 2019 is going to be a wild ride.” With the increased volatility we are experiencing...

Thursday, May 3, 2018

The demands on medical practitioners today can seem overwhelming. It's no secret that health-care delivery is changing, and those changes are reflected in the financial issues that health-care professionals face every day...

Tuesday, April 24, 2018

Too Much to Do? Eliminate THIS… “The difference between successful people and really successful people is that really successful people say NO to almost everything.” ~~ Warren Buffett

Thursday, April 19, 2018

Whether you are an associate dentist looking to purchase your first practice, an existing practice owner purchasing additional practices or a later career dentist selling to the next generation; know the following 7 things...