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:
Related Articles
See our latest thoughts and insights on Practice-Integrated Wealth Management.
-
January 13, 2025
Understanding and Optimizing Your W-2 Income: A Guide for Plastic Surgery Practice Owners
As a plastic surgery practice owner, the strategy of reducing your W-2 income to avoid paying Social Security and Medicare taxes comes with hidden risks.
Read the article -
December 02, 2024
Trends in Dentistry: Solutions to Challenges Facing Practitioners in 2025
How can you keep your practice profitable in 2025 and beyond? This article shares strategies to mitigate the challenges you may be experiencing in your business.
Read the article -
October 30, 2024
Trends in Dentistry: Navigating High Overhead Costs
Increased overhead costs caused by high inflation and interest rates can drastically impact your bottom line. How can you keep your practice profitable?
Read the article
Sign up for our newsletter!
Receive news, updates and more from Focus Partners Practice-Integrated Wealth Management Team.