Wealth Management Services for Dentists

To help dental practice owners and families plan for the future and protect their assets, many of our clients come to us when they need a California CPA firm that concentrates in the financial services industry.

We truly understand your needs and are able to provide a wide variety of retirement savings and financial services for small businesses and individuals. We pride ourselves on providing financial services designed around your individual needs.

We offer the following financial planning services:

• 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