Financial Planning for Dentists
Build Wealth and Grow Your Practice with Buttonwood Financial Group
As a dentist, you’ve worked hard to build your practice, but managing its financial complexities alongside your personal wealth can be daunting. At Buttonwood Financial Group, we serve as your Family CFO, working to simplify financial decisions so you can focus on your patients and your practice while we focus on your financial success.
Expertise in Working with Dentists
We have extensive experience working with dentists who own and operate their own practices. Our Team understands the unique financial challenges you face, from practice expansion and managing cash flow to tax planning and employee benefits. With our expertise, we proactively structure dentists’ financial lives efficiently – both in business and at home – so they can build long-term wealth for generations to come.
Comprehensive Strategies to Grow Your Wealth
As your Family CFO, we provide a holistic approach to wealth management for dentists, addressing:
Planning for Practice Growth and Real Estate Investment
You take care of your patients and your practice – we’ll manage your financial life.
Expanding your dental practice often involves real estate decisions – whether it’s purchasing office space, opening additional locations, expanding your current space, or investing in commercial properties. Our Team works to:
- Coordinate the Review of Financing Options with Lenders
- Analyze Buy vs Lease Considerations
- Optimize Real Estate Holdings for Wealth Accumulation
Our Approach to Supporting Dentists
At Buttonwood Financial Group, we believe in providing proactive, personalized services that fit seamlessly into your life and practice. Our hands-on approach is designed to let you focus on what is important to you, while we coordinate the financial side – keeping you informed along the way.
Case Study: Supporting a Dentist through Expansion & Planning for Succession
Getting Started With Our Services
Understanding Your Goals
Beginning your journey with Buttonwood Financial Group is straight forward. We take the perspective of a CFO, as we begin with a conversation, completely obligation-free, where we will talk about your overall objectives as well as about what you both enjoy, and don’t enjoy doing in both your business and personal life. Following our conversation, we'll develop a personalized outline of tailored strategies we would recommend implementing to address each of the items discussed.
Our objective with this process is to understand the complexities you are experiencing and illustrate, with examples, how we would address each item. If this process and our strategies make sense, we will have you sign a letter of engagement, and we will begin to implement on your behalf. You will have a clear roadmap and the technology to track our progress along the way.
Fostering A Continuous Relationship
Once we have begun to implement, we will continue to learn, advance and develop our strategy. We believe in building a lifelong partnership, offering ongoing support and proactive management of both your personal and business finances. This includes regular meetings to review progress, adjusting strategies as needed, and ensuring you're on track to meet your financial objectives. With Buttonwood Financial Group by your side, you can rest assured you have a trusted partner dedicated to your financial well-being every step of the way.
