“Our dentitsts tend to come from a wide variety dental practices, but they have a few things in common.”
It’s important to get to know us, it’s also important for you to know who we work with. In the same way that you are selective in choosing a firm...we are selective in who we work with.
We choose the dentists we work with carefully, not because we have certain account sizes or minimums, we choose our clients because our skills are suited towards certain types of investors.
We usually work with one of three types of dentists.
- First would be dentists who are near (typically 5 years or less) or at retirement who have worked hard to accumulate their assets and want to preserve what they have.
- Second would be dentists who are currently starting to save for differing financial goals. These goals could be retirement, education funding, or debt reduction.
- Third would be dental students who are just getting started in their practice.
Our dentists tend to come from a wide variety of backgrounds, but they have a few things in common. They are successful, they are very much entrepreneurial and they have or will accumulated a fair amount of wealth that they want to take care of.
