Financial Services

To help dental practice owners in California plan for the future and protect their assets, many dentists come to us when they need a California Certified Public Accounting (CPA) firm that concentrates in the financial services industry.

We truly understand the needs of California dentists and can work with you to provide a wide variety of financial services for dental practice owners throughout Fresno, Visalia, Clovis, Orange Cove, Sanger and other cities.

We pride ourselves on providing financial services designed around your individual needs.

Our financial services for dentists include:

• Setting up of profit sharing and 401(k) plan documents
• Evaluations of qualified retirement plans (SEP, SIMPLE 401(k), Profit Sharing, IRA, etc.)
• Mutual funds and annuities
• Employee benefit plans
• Health benefit plans
• Estate planning
• Trust planning and charitable gifting
• Business exit strategies
• Executive compensation plans
• Key employee retention plans
• Welfare benefit plans
• Insurance and asset protection
• Succession planning and business continuation
• Buy/sell agreements

Call us today at 1-877-71-TAXES and ask for Bassim Michael, CPA  to schedule a mutually convenient appointment.

Securities offered through 1st Global Capital Corp. Member FINRA/SIPC ( http://www.finra.org ). Investment advisory services offered through 1st Global Advisors Inc. Insurance services offered through 1st Global Insurance Services Inc. Bassim Michael is currently licensed to offer securities in the state of California, this is not an offer to sell securities in any other state or jurisdiction.