As any dentist knows, prevention is key.
At Creative Planning Dental, we help prevent small financial mistakes that can lead to big problems down the road. We understand your unique challenges as a medical professional, business owner, employer and family member, and we offer a team of qualified professionals focused on helping you plan for the future, whatever it may hold.
Working with us is simple and painless. No Lidocaine needed.
We provide comprehensive wealth planning services to help navigate your unique financial challenges.
- Strategic Tax Planning
- Employee benefits and payroll
- Business succession planning
- Trust and estate planning
- Tax-efficient investment management
- Retirement planning for yourself and your employees
- Insurance to protect your practice and your family
- Planning for equipment purchases
We understand the unique financial challenges faced by dental professionals, and are here to help guide you toward achieving your financial goals, both today and long into the future. Our goal is to make it as painless as possible to access a full suite of financial and estate planning services from qualified fiduciary advisors focused on helping you achieve financial independence.