Investment management and retirement planning for dentists.
What’s the practice you’ve built worth?
How we invest
Markets move. Your retirement income shouldn’t have to.
We build diversified retirement income portfolios from individual stocks chosen for dividend growth, individual bonds, and preferred stock, all screened for quality.
Our objective for your portfolio: consistent, increasing income from its dividends and interest, intended to hold through volatile markets and keep pace with inflation.
Will your savings and practice proceeds be enough in retirement?
Practice Health Benchmark
- Use your overhead, collections, staffing, and compensation to see where your practice stands against dental-specific benchmarks.
- The full analysis happens in a conversation.
Investment management built around a dental career
We are an independent, fee-only fiduciary. One advisory fee covers investment management, financial planning, and practice planning. When you need an accountant, an attorney, or another professional, we help you find and vet them. We join your calls and help ask the right questions.
Your practice, your timeline, your goals: unique to you. Your portfolio should be too.
With your portfolio managed under discretion, you can focus on what matters inside and outside your practice.
How we work with you
- Introductory call
- Discovery
- Initial investment and financial plan review
- Onboarding
- Ongoing financial and practice planning and investment management
Publications
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See where you stand
Start with a conversation about your practice and the retirement your portfolio is building.