The business offers fee-only financial advisory services for business owners and high net worth individuals, specializing in dentistry and healthcare.
The business prides itself on serving clients under a fee-for-service relationship, allowing them to objectively consider financial options without any conflicts of interest. They receive no third-party commissions, sales loads, or back-end fees.
Choosing the right financial advisor is crucial as it requires experience, skill, and a genuine commitment to client success. The business offers highly customizable services and a fee-only structure to ensure long-lasting client relationships.
The business ensures the integrity of their recommendations by not being biased by commissions, fees, kickbacks, or soft-dollar arrangements. This allows clients to have confidence in the advice provided.
Clients can sign up with their email address to receive news and blog post updates from the business. Additionally, they can access a copy of the disclosures and Client Relationship Summary on the business website.
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