Planning for Dentists

Wealth management for dentists (https://youtu.be/1Gx2PLj8UJM)

It is said that small businesses are the lifeblood of our neighborhoods and communities. Dental practices are just such a small business, where many dentists become entrepreneurs and business owners, responsible not only for their patients but also their employees.

As an entrepreneurial small business ourselves, Eureka Wealth Solutions has a unique blend of deep understanding of the business demands, personal goals, and financial needs of dentists. We are here to support and guide you through every stage of your career and every financial decision you face.

What can Eureka do for dentists and their practices?

Early Career:

Managing student loans – we work with partners to not just refinance your loans, but to develop a comprehensive strategy that can eliminate part of your debt and substantially reduce your payments on remaining balances
Investments – getting started with Personalized Investment Management with optional Thematic and Impact Investing

Mid Career:

Starting your practice – evaluating your choices, leasing or buying office space and equipment, hiring staff
Funding solutions for your business
Establishing 401(k) Plan for your practice and other employee benefits
Comprehensive Financial Planning including Retirement Planning and College Planning for your family
Tax Planning – planning to save on taxes before you make financial decisions, personal or business
Making decisions on professional and personal insurance needs
Investments – More with Personalized Investment Management and Held Away accounts such as 401(k) plan and 529 College Savings plans

Mature Career:

Expanding your business by acquisition or franchising
Business succession and exit planning
Investments – Alternative Investment Opportunities such as private real estate, venture capital, hedge funds, and alternative income funds
Estate Planning – Planning to help your family stay in the best financial condition if something happens to you, as well as to secure your legacy
Lifestyle Planning – access to exclusive events and luxury travel through our partners

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Eureka Wealth Solutions - Best Investment Advisors

Help Me Succeed

Do you have questions about your finances?
Do you want investments that reflect your values?
Don’t want to spend a fortune?

Whether you like to talk to an advisor or do it all online, we’ve got you covered. Our pricing is competitive and very straightforward – no hidden costs.

Whatever your personal situation, your goals and values, or your investable capital, we’ll work with you to create a portfolio that is right for you. And as your fiduciary, we’ll cover all your financial needs beyond investing as well, to help you achieve your goals.

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