Being precise and careful is vital to your professional success as a dentist. The same applies when it comes to financial success.

Being precise and careful is vital to your professional success as a health professional and the same thing applies to your financial success! We know that incorporated dentists have significant assets but can struggle with cash flow. For doctors, the option to incorporate presents unique tax and estate planning opportunities. 

You may already have life insurance with your family members as beneficiaries. But have you considered life insurance on either yourself or your partners where your practice is the beneficiary? We provide unique tax and estate planning strategies for dentists that don’t tie up capital and still gain access to enhanced cash flow using life insurance.  

Healthcare can be a financially rewarding career with the potential for early retirement. Whether you want to continue practicing for years or aim for early retirement, we’ll put together a strong retirement plan using different investment vehicles such as private wealth, alternative investments focussed on generating tax-efficient returns so you can put money aside for your golden years.