Broadreach Strategic Planning
Smile Brighter With Broadreach: Expert Financial Planners For Dentists
Welcome to Broadreach Strategic Planning! Consider us the dentists for your finances. With over 25 years of combined experience, we've been fine-tuning financial health for dentists, just like you ensure your patients' oral health.
We're Here To Help You Achieve Long-Term Financial Security
At Broadreach, we understand your dedication as a dentist, which leaves little room to manage your financial health. That's where we come in - your devoted financial partners. Much like your routine dental check-ups for patients, we recommend regular financial "cleanings" to keep your financial wellbeing in peak condition.
Our job is to diagnose and fill financial gaps, facilitating a smooth journey from dental school to a comfortable retirement. This ongoing financial maintenance allows you to concentrate on crafting beautiful smiles while we ensure you can live the lifestyle you desire.
With our expert financial planning, you can focus on your practice, secure in the knowledge that your financial health is taken care of, allowing you to retire with the comfort and assurance you deserve.
Cash Flow Management
Debt Management
Tax Planning
Risk Management & Insurance
Retirement Planning
Estate Planning
Meet Your New Financial Planners
Our seasoned financial planners, Chris George and Marc Schouten, are dedicated to simplifying complex strategies, just like a good dentist can explain a complicated procedure in layman's terms. They take the time to listen to your stories and aspirations, personalizing financial plans to suit your individual needs.
With Broadreach, you can be confident that your financial health is in capable, expert hands. Let us help you ensure that your finances stay as healthy as the smiles you create.
Broadreach Strategic Planning
Let's build a financial plan that keeps all your goals, dreams, and concerns front and center! The more we know about you and your family, the better prepared we are to serve your financial planning and wealth management needs. How can we help you today?
How We Help Dentists
Drawing on 25 years of combined experience in advising dentists, Broadreach delivers a comprehensive suite of services encompassing student loan counsel, cash flow control, guidance for practice incorporation, and effective retirement planning.
All so we can help you achieve your financial goals, so you can live the type of lifestyle that inspired you to become a dentist in the first place. enabling you to enjoy the lifestyle that sparked your journey into dentistry from the very beginning.
At Your Side: Financial Guidance for Every Step of Your Dental Career
Phase 1
Launching Your Dental Career: Financial Guide
Phase 2
Achieving Financial Stability: Mid-Career Dentists
Phase 3
New Practice Ownership: Managing Your Finances
Phase 4
Retirement Readiness: Selling Your Practice
Phase 5
Navigating Finances in Dentist Retirement
Book A Meeting And Let's Get Started
FAQ - We Answer Your Most Common Questions
Financial planning is the process of creating a roadmap for how you manage your money, including investments, taxes, and retirement savings, to reach your financial goals. It involves assessing your current financial situation, setting financial objectives, and devising strategies to achieve them.
For dentists, financial planning carries a unique set of considerations. Factors such as student loan debt, practice ownership decisions, and industry-specific tax planning needs make their financial planning significantly different from other professions
Contact Us
Eager to streamline your financial health as a dentist? Don't hesitate to reach out via email or arrange a personal consultation through our accessible online booking system. We're ready and excited to help pave your path towards financial wellness and the lifestyle you aspire to in your dental profession.Online Booking Options
Initial Consultation
Meet one of our Certified Financial Planning professionals and let us know how we can help you.