Send Us a Message

Member Login

Wealth Associates

Life's Short... Plan Well

Financial Planning Services

For the past 20 years, the focus of our work in the dental community has been centered on three primary areas of financial planning. We work closely with dentists and team members in designing and implementing financial plans in the dental practice. We work with dentists and spouses in designing and implementing personal financial plans. And we provide investment management services. We stay in close contact through regular communication with our clients in order to create long-range financial plans with short-term implementation programs. The plan serves as a framework for decision-making into the future.

1. We work closely with dentists and team members in designing and implementing financial plans in the dental practice.

2. We work with dentists and spouses in designing and implementing personal financial plans.

3. And for over two decades, we have provided investment management services.


As these three areas of financial planning are so closely interrelated, we often are involved in all three areas with our clients. We do, however, provide very selective and focused services to meet specific needs that arise in any of these three areas of planning.

The goal with financial planning is to be in regular communication with the client in order to create a long-range financial plan with short-term action steps. The “plan,” then will serve as a framework for decision-making into the future. The plan is centered on six areas. (The areas are the same whether looking at a personal or practice plan.) They are:

1. Budget Monitoring
2. Insurance Planning
3. Savings & Investment Planning
4. Debt Management
5. Tax Planning
6. Estate/Transition Planning