Practice-Integrated Wealth Management
Practice-Integrated Wealth Management
Combining personal financial management with the unique needs of running a dental practice requires strategies to optimize practice revenue, manage cash flow, plan for retirement, and address tax, insurance, and investment needs. Learn how our Practice Integrated Wealth Management team can support you.
Our Approach
We’ve built a practice integration advisory team to work specifically with you. Gaining a deep understanding of your practice, your professional aspirations and your current financial situation, then designing an all-encompassing wealth management plan to reflect those. From implementing a tailored cash-flow strategy and strategically approaching equipment costs to developing a custom-designed retirement plan and business continuity plan for your practice, we take pride in offering a dynamic integrated service. And we’ll partner with the other key professionals in your world (bankers, attorneys, insurance agents, among others), to provide a more holistic view and coordinated approach.
What you may be thinking:
What is the right amount of cash flow to transfer from my practice to my personal life? - How can I optimize the profitability of my practice?
- How can I put a plan in place to effectively transition my practice?
- How can I be more strategic about how I purchase or lease the equipment my practice needs?
How Focus Partners Helps
Specialized Advisors
Meet some of our best minds in Practice-Integrated Wealth Management:
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