Dental and Medical Planning
Dental & Medical Planning
Our dental and medical planning team is trained to handle the complicated financial issues practitioners face. We create customized financial plans personalized to your unique needs, goals and situation so you can focus on your career and patients. This includes planning for retirement, protecting your assets and incorporating tax strategies to avoid unnecessary liabilities, both now and in the future.
Whether you’re working for a team or thinking of starting your own practice, discover how we can support your needs.
Buying a practice is a large financial investment that can provide significant returns over the years. We help you prepare financially and clinically to optimize your purchase by helping you to read practice valuations and financial statements, ensuring you are ready to make the most of this step.
Student debt management
What is the right amount of cash flow to transfer from my practice to my personal life?
Retirement savings strategies
Optimizing a balance mix of account structures and contribution types with the goal of maximizing taxes and accelerating wealth creation.
Forecasting variable income
Planning for variables such as production and relative value units (RVU)-based compensation leads, forecasting and optimizing earnings potential and wealth creation with a changing income.
Entity type or W2
Understanding your tax options by breaking down IRS guidelines and how to structure your clinical opportunities to provide the income control you desire.
Risk Management: life and disability insurance needs
Evaluating your risk management as your personal life changes and your clinical career progresses, including understanding insurance products available through industry associations and how to leverage them.
Practice purchase readiness
We help you prepare financially and clinically to optimize your purchase by helping you to read practice valuations and financial statements, ensuring you are ready to make the most of this step.
Practice-Integrated Wealth Management
As a dentist or healthcare practitioner, the success of your practice is the cornerstone of your financial health. You need a customized, comprehensive plan that thoroughly and thoughtfully integrates your professional and personal goals. At Focus Partners, we have advisors who are well-versed in the specific financial needs – and opportunities – unique to you and your practice. And aligning your financial goals with your personal goals is what we pride ourselves on doing for every client.
Specialized Advisors
Meet some of our best minds in Practice-Integrated Wealth Management:
Related Articles
See our latest thoughts and insights on Practice-Integrated Wealth Management.
May 01, 2025
Understanding and Optimizing W-2 Income for Practice Owners
Depending on your entity type or tax election, as a practice owner you have multiple ways of recognizing the profitability of your business. Discover how to optimize your W-2 income.
Read the article
April 01, 2025
Employee vs. Contractor: Choosing the Right Model When Hiring an Associate Dentist
If you are thinking about adding an associate dentist to your team, is it best to classify them as a W-2 employee or 1099 contractor?
Read the article
March 03, 2025
Cash Balance Plan Basics for Practice Owners
A cash balance qualified retirement plan can offer substantial tax and wealth-building opportunities for practice owners.
Read the article