Dentist Financial Planning | Mercer Advisors

You deserve a comprehensive personal financial plan that gives you the clarity you need to make the right decisions. This includes a thorough analysis of your retirement, tax, estate and business planning, insurance needs, cash flow strategies, and asset protection.

And with Mercer Advisors, you also have the confidence and security that comes from working with one of the nation’s Top 50 Fee-Only Advisers, as recognized by Forbes (Oct. 6, 2008).

Our Personal Dental Financial Planning services include:

Full-day strategic planning meeting
Goal clarification and prioritization
Asset and Liability analysis
Cash flow analysis
Personal spending and saving plans
Investment education and analysis
Tax planning review
Retirement plan design for the business
Risk management and insurance review
Estate planning review
Children’s education planning
Written personal financial game plan
Regular performance reviews, including updates and ad hoc support

The bottom line is that Mercer Advisors gives you the clarity you need to make the right decisions. With your vision and goals in mind, we conduct a thorough analysis that develops a comprehensive personal financial plan that will position you for a lifetime of financial security.

Why Mercer Advisors?

Investment Management:

We have over $2 billion in assets under management and offer the most comprehensive, unbiased advice to meet your financial and investment goals

Experience:

With more than 20 years in the business and 3,300 clients, we are one of the largest fee-only financial advisory companies around

Integrity:

We are endorsed by 14 state medical and dental associations, their subsidiaries or affiliates and take great pride in contributing a portion of our management and training fees to support the missions of these professional organizations.

Objectivity:

We are a strictly a fee-for-service company — we sell no investment products and accept no commissions.

Expertise:

Your advisors include financial planners, attorneys, CPAs and other experts who work together for you. Meet a few of our professional advisors here.

Life Planning:

Your Advisors integrate your investment plan into your personal, business and professional lives, offering you the greatest opportunity for personal fulfillment and success.

Scientific Investment:

We manage your money using Asset Optimization®, an objective, precise and adaptable investment program based on the findings of the best minds in financial economics.

Peace of Mind:

Your thorough, consolidated, implemented financial plan allows you the freedom of a life without financial worry.

Your personal financial plan gains even more power when you incorporate our other tools and expertise into your practice. Whether it’s through our 360° Planning® services, our Leadership or Transition workshops, our clinical courses, our renowned practice consulting services, or our revolutionary OnTrack® software, we can give you the tools you need to optimize practice success.

Contact your local Mercer Advisors office today to learn more and to get on the road to success and financial freedom or call us today at 1-877-254-1494.

Mercer Advisors is one of the largest dental practice consulting companies in the world.