Wealth Management for Dentists
Bringing together your personal and practice’s financial needs with comprehensive wealth management.
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
Our Approach
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.
Recent Insights
7 Things to Do After Selling Your Dental Practice
Congratulations on the sale of your dental practice! Next, be sure to tie up these important financial loose ends.
5 Reasons Retirement Planning Is Different for Dentists
There are many perks that come with being a dentist (e.g., owning your own practice, a high salary, the potential for a secure financial future and a stylish yet slimming white coat), but there are also challenges. Obviously the greatest of these challenges is the patient who believes flossing should only be performed in line with solar eclipses, but a close second is saving for retirement. There are several reasons why planning for retirement is different for dentists.
Retirement Plan Options for Dentists
Four Tips for Accumulating Retirement Assets Dental professionals face several unique challenges when it comes to planning for retirement. On the bright side, you tend to enjoy high incomes (yay!). On the dark side, the path to achieving that income tends to result in...
Want to Sell Your Dental Practice?
Do These Eight Things Right Now If you’re considering selling your dental practice in the next three to five years, it’s important to get started now. To help maximize your sales price and minimize the taxes you owe, take the following steps today. 1. Establish a team...
