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Dentists- A Prescription for Your Financial Health

Much like Dentistry, the field of Finance has been subject of much scientific research and data and should be approached with same level of discipline and thoughtfulness. Making the most of your earning years requires a plan for addressing the following issues.

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Financial Planning for Dentists

Investment Planning

  • Retirement Planning including setting up 401(k) plans and Defined benefit Pension Plans for your practice
  • If you worked before we can help rollover the assets in to IRA and manage the portfolio based on your Risk Number. Click HERE to assess your risk number
  • Tax efficient management of your investments
  • Help plan pay off your student loan debts and help your children to save for college funding using 529 college savings plan

Risk Management

  • Liability insurance planning
  • Disability Insurance
  • Business overhead protection
  • Key person insurance
  • Practice overhead insurance
  • Life Insurance
  • Long Term Care Insurance

Practice Management

  • Complimentary practice valuation
  • Buy/Sell Agreement

Estate Planning

  • Help establish Trusts with the help of attorneys
  • Plan tax effective transfer of wealth to next generation
  • Establish Donor Adviser Fund in your family name to support your favorite charity and maintain your legacy

In a nutshell, look at your Financial Plan in holistic way

Schedule an appointment for complimentary, no obligation consultation

Balaji Rao

Financial Advisor

(714) 559-7033

18101 Von Karman Ave Ste 1940 Irvine, CA 92612


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(07/20)