Managing personal wealth management as an independent dentist is complex yet crucial. From the outset, our advisory firm has been dedicated to aiding dental professionals and their families in making well-informed choices about their financial journey. We recognize the diversity within the dental field, catering to independent practices, corporate setups, individual dentists, associates, and employees alike. This ensures that no matter your specific role or situation, our team is equipped to provide tailored support that aligns seamlessly with your financial aspirations.
During the formative years of your dental career, you encounter unique challenges, including managing student debt and possibly venturing into practice ownership. Our role is to assist you in constructing a robust financial plan that undergoes continuous evaluation and updates to remain aligned with evolving laws, tax codes, and the dynamics of your life. By helping to provide a solid framework on which to build, we free you to put your energy toward your emerging career and experiences most important to you and your family.
Having accumulated years of experience in your dental practice, the demands of both your career and family have naturally intensified. Amidst the whirlwind of daily obligations, it's possible that your financial plan has been overlooked or hasn't been initiated at all. In either scenario, we are here to assist you in redirecting your focus and devising a comprehensive plan that seamlessly aligns with your present and future goals.
As you contemplate the sale of your practice and your retirement aspirations, pivotal choices must be made concerning both your professional legacy and your post-career life. We ensure that both you and your business are primed for this transition, addressing a spectrum of considerations. Our approach encompasses not only the sale or succession of your practice, but also extends to the intricacies of retirement cash flow management, distributions from investment accounts, tax optimization strategies, and the realization of your legacy aspirations. Our aim is to craft an all-encompassing plan that not only assures financial security but also facilitates a seamless transition into the retirement you truly deserve.
The Dental 401(k) Plan is a Pooled Employer Plan (PEP) designed exclusively for dentists. This plan presents a unique opportunity to dental practices of all sizes, providing a high-quality, cost-effective retirement solution while significantly alleviating administrative burdens and fiduciary responsibilities.
Our creation of this plan is deeply rooted in an intimate understanding of the distinctive requirements of dental offices. Offering a competitive retirement plan helps you to attract and retain top-tier talent, fortifying the future of your practice. With an impactful legacy spanning nearly two decades, the financial professionals at AFGAS have remained steadfast in their dedication to serving dentists and their families.