Financial advisor financial planner Memphis dentists business owner fiduciary fee-only CPA CFP physicians doctors

Gain clarity and confidence on your path to retirement.

Let us help you plan when you retire and how you exit your practice.

Financial advisor financial planner Memphis dentists business owner fiduciary fee-only CPA CFP

Retirement Planning

  • Do you have enough money?
  • How long do you need to work?
  • Are you maximizing tax-efficient savings?
  • What amount would you need to obtain from selling your practice to solidify retirement?
  • How much investment risk do you need to take?
  • How can you mitigate taxes with asset location and the timing of withdrawals?

Financial advisor financial planner Memphis dentists business owner fiduciary fee-only CPA CFP

Estate Planning

  • Do you have current wills and power of attorney documents in place?
  • Do you have intentions to gift or bequest assets to your children?

Financial advisor financial planner Memphis dentists business owner fiduciary fee-only CPA CFP

Business Planning

  • Do you know your practice value today?
  • Do you have a plan to sell your practice?

Financial advisor financial planner Memphis dentists business owner fiduciary fee-only CPA CFP Medicare Social Security

Medicare & Social Security

  • Do you understand your Medicare requirements and options to enroll?
  • Do you know the optimal time for you to start taking Social Security?

We'd love to chat and see if we can help you with your finances.