Strategic Financial Planning for Dentists

Secure your financial future with expert guidance tailored to dental professionals. Receive personalized 1-on-1 financial planning to help you protect your assets, maximize returns, and plan for the future with confidence. Let’s build a strategy that supports your long-term success.

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Our Fee-Only Commitment

We don’t sell financial products, charge asset management fees, or accept referral fees. Our only revenue comes from transparent flat fees for our planning services, meaning zero conflicts of interest. This ensures our recommendations are always in your best interest — never influenced by commissions or third-party incentives.

Portfolio Management – Plan for a Secure Retirement

Planning for retirement and starting to save early is essential to maintaining financial independence and peace of mind. With longer life expectancies and rising healthcare costs, a strategic retirement plan ensures you have the resources to live the life you want now and when you retire.

We help dentists structure personalized retirement plans by analyzing both your practice financials and personal wealth to identify opportunities to generate cash flow from your practice that can fund your retirement goals while supporting your family’s needs and long-term vision.

Manage Your Investment Portfolio Wisely

Financial prosperity isn’t just about today – it’s about ensuring your money works for you in the long run. Our approach to portfolio management focuses on selecting the right investments to minimize risk while maximizing returns. Whether it’s bonds, stocks, mutual funds, or cash holdings, we help dentists make informed financial decisions that support both their practice and personal wealth.

Diversify & Protect Your Wealth

The key to long-term financial stability is diversification. We help dentists develop investment strategies that balance risk and protect wealth through diversified portfolios. Having navigated economic downturns like the 2008 financial crisis and the 2020 pandemic, our team understands how to safeguard and grow your assets in changing markets, and we can help you build a resilient financial future.

Evaluate Investment Risks Before You Commit

Excited about a potential new investment but unsure of the risks? Before you spend your hard-earned capital, let us evaluate potential risks, market trends, and long-term viability. We continuously research the financial landscape to help you make informed, strategic investment decisions – so you can invest with confidence.

Monitor & Optimize Your Investments

Already have an investment portfolio but unsure if it’s working to your advantage? We provide ongoing investment monitoring, giving you insights into performance, risk factors, and opportunities for improvement. Whether you need a second opinion or a proactive approach to managing your assets, our team ensures your investments align with your financial goals.

What’s Included

We dig into the details so you can focus on your patients and your future. Your financial plan covers both your practice and personal finances to give you a complete picture:

A comprehensive financial plan that addresses your goals as a practice owner and individual
Practice cash flow analysis to find opportunities you might be missingList item
Insurance review across eight key areas: life, health, disability, long-term disability, business interruption, umbrella liability, auto, home, and cyber coverage
Investment recommendations aligned with your timeline and comfort level
Ongoing support and annual reviews to keep everything on track
Read Amigo Client Success Story

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