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
- Compensation planning
- Key employee retention plans
- Welfare benefit plans
- Insurance and asset protection
- Succession planning and practice continuation
- Buy/sell agreements
To learn more about how our wealth management services can assist your dental practice, contact us at 1-877-71-TAXES and ask for Bassim Michael, CPA.
Bassim Michael is a Registered Representative for and offers securities through SCF Securities, Inc. Member FINRA/SIPC. Investment advisory services offered through SCF Investment Advisors Inc.155 E. Shaw Ave. Suite 102 Fresno, CA. 93710 800-955-2517Michael & Company and SCF Securities, Inc. are not affiliatedBassim 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.
Read our CPA blog for additional information about tax tips and tax preparation.