Broadreach Strategic Planning
Financial Planning Services

As experienced financial planners, we understand that each client has unique financial needs and goals. With our expertise, we can help you navigate the complexities of wealth management and financial planning. By working with us, you can be assured that your financial plan is tailored to your specific needs and backed by our years of experience in the field. Let us help you build a strong financial future. We're here to help you build your financial future.
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As a dentist, you spend a lot of time thinking about your patients and their oral health needs. It can be challenging to remember your own financial needs, but it is crucial to your financial well-being. That is where Broadreach Strategic Planning comes in. We specialize in helping dentists with their unique financial planning needs, including cash flow management, debt management, insurance, wealth management, tax planning, partnership agreements, and buying or selling a practice. We take the time to get to know you, your goals, and your practice, so we can develop a customized plan that fits your unique needs. Working with dentists at all stages of their business is our specialty, allowing us to have insight into the unique challenges and opportunities that this field offers.

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At Broadreach, we understand that every physician or doctor has unique financial needs and goals. That's why we take the time to get to know our clients, their personality, risk tolerances, passions, and the kind of life they want to live. By understanding these factors, we can create a customized financial plan that helps them achieve their goals. Our experience in cash flow management, debt management, insurance, wealth management, tax planning, partnership agreements, and managing a practice has helped hundreds of physicians protect and build their wealth and secure their financial future. Trusting an experienced financial planner who truly cares about their clients' success is critical in achieving long-term financial goals.

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Investment Planning

As with our financial plans and insurance management, our investment options are unique and tailored to our clients’ needs. We offer access to very cost-effective high performing discretionary fund management, fully insured investment management for the risk-averse or those approaching retirement as well as lifetime funding options such as annuities.


We are independent brokers with access to over 15 major insurance providers, which allows putting together at truly tailored insurance package for our client's needs. This approach enables us to recommend products that are in our client's best interest, free from any constraints to a single insurer. We also provide transparent and detailed insurance recommendations in advance, giving you a clear understanding of how it benefits you before you apply.

Wealth Management

At Broadreach, we understand that wealth management is about more than simply choosing which investments to have. It requires a comprehensive understanding of each client's unique financial situation and goals. That's why we offer personally tailored solutions that take into account all aspects of a client's financial plan. This includes working with our team of Discretionary Fund Managers who have a legal Fiduciary Duty to our clients, to design and build an investment portfolio that is best suited to their needs. In addition, we make use of insured investment accounts for clients who are risk-averse or as an alternative to trusts for estate needs. All of our professional clients receive a written comprehensive financial plan that ensures their wealth is managed in the most effective and efficient way possible.