Broadreach Strategic Planning
Safeguarding Your Legacy With Broadreach: Expert Estate Planners for Dentists in Surrey

Welcome to Broadreach Strategic Planning in Surrey! Consider us the experts for your estate management. With over 25 years of combined experience, we've been crafting estate plans for dentists, mirroring the care you provide to your patients' oral health.

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We're Here To Help You Secure Your Financial Legacy

At Broadreach, we understand your commitment as a dentist, which emphasizes the importance of planning your financial future. That's where we come in - your dedicated estate planning partners in Surrey. Just like the preventive care you provide for patients, we recommend thoughtful estate planning to safeguard your family's financial wellbeing.

Our role is to craft and manage personalized estate plans, facilitating a seamless transition of your assets and ensuring your loved ones are taken care of. This meticulous planning allows you to concentrate on treating your patients, with confidence that your legacy is in expert hands, looking forward to a future where your financial plans reflect your values and provide support for those you cherish.

Meet Your Estate Planning Specialists

Our skilled estate planners, Chris George and Marc Schouten, specialize in crafting secure financial legacies for dental professionals. Just as you personalize treatment plans for patients, they develop estate strategies that align with your professional values, personal aspirations, and family's unique needs.

The benefits of estate planning with Broadreach include meticulous planning for asset distribution, tax considerations, and consolidating family wealth. Chris and Marc's expertise resonates with the precision you provide your patients, ensuring that your estate is both protected and positioned for growth.

With Broadreach, your legacy is in the hands of experts who understand the intricate nature of estate planning for dentists. Let us help you preserve your financial harmony and build a lasting legacy that echoes your dedication to the dental profession.


Broadreach Strategic Planning

Let's build an estate plan that safeguards your hard-earned assets and reflects your professional dedication and personal aspirations! The earlier we begin this vital planning, the more effectively we can align your estate with your family's unique needs, potential tax benefits, and your overall financial goals.

How Broadreach's Estate Planning Benefits Dentists

Drawing on 25 years of combined experience in estate planning, Broadreach offers specialized services tailored to dentists. Our team, including Chris George and Marc Schouten, understands the unique challenges of safeguarding a financial legacy in the dental profession.

Starting estate planning early with Broadreach can help you protect your assets, provide for loved ones, and ensure a future that aligns with your values, all while enjoying the lifestyle that inspired your journey into dentistry from the very beginning.

At Your Side: Financial Guidance for Every Step of Your Dental Career

Wills and Trusts

We help you create precise legal documents that match the care you give your patients. Your will and trusts are tailored to protect your professional assets and ensure the seamless transition to your family.
Power of Attorney
Our understanding of your profession's demands extends to selecting the right power of attorney. We stand by your side, making sure your financial and healthcare decisions are in trusted hands if you ever become incapacitated.
Gift Planning
Gift planning with Broadreach aligns your estate with both your philanthropic goals and tax efficiency. We craft strategies that reflect your unique financial situation, leveraging our deep understanding of the dental profession.
Beneficiary Designations
Guiding you in naming beneficiaries, we ensure that these critical decisions harmonize with your overall estate plan, a delicate process that resonates with the precision of your dental practice.
Healthcare Directives
Just as you articulate treatment plans for your patients, we assist in expressing your healthcare preferences, ensuring that your wishes are clear and respected.
Tax Considerations
Our team offers innovative approaches to minimize estate taxes and other costs, a process built on our legacy of assisting dental professionals, protecting your estate's value for generations to come.

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Broadreach In A Client Meeting

Book A Meeting And Let's Begin Your Estate Planning Journey

Understanding the unique financial landscape of dentistry is at the core of Broadreach's philosophy. Our team takes time to grasp your professional values and personal aspirations, developing customized estate planning strategies to align with your goals. With over 25 years of combined experience specializing in dentists, Broadreach is your dedicated partner in building a financial legacy that resonates with your commitment to excellence in oral care.
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(778) 726-BRSP

FAQ - We Answer Your Questions About Estate Planning for Dentists

We know that estate planning can be as intricate as the dental procedures you perform. That's why we're here to provide clarity and guidance tailored to your profession.
Estate planning for dentists involves a specialized understanding of both the dental industry and personal financial management. At Broadreach, we consider your practice ownership, student loan obligations, specific tax considerations, and your commitment to the community. We craft strategies to protect your assets, fulfill your family's needs, and maintain the legacy you've built in your dental career.
Crafting an estate plan depends on the complexity and specific needs of your situation. Our experienced team works diligently to provide a timely and personalized estate plan. For a detailed timeline tailored to your needs, please contact us directly.
We are committed to protecting your privacy and confidential information. We adhere to strict confidentiality protocols and follow all legal guidelines to ensure that your sensitive information is safeguarded throughout the estate planning process. For more specific information about our privacy practices, feel free to contact us directly.

Contact Us

Ready to craft an estate plan that mirrors your dedication to the dental profession? Reach out via email or book a personal consultation through our accessible online system. Let's work together to safeguard your hard-earned assets and build a lasting legacy that reflects your professional excellence and personal aspirations.
Our Address
5455 152 St #213, Surrey, BC V3S 5A5, Canada

Online Booking Options

Initial Consultation

Meet one of our Certified Financial Planning professionals and let us know how we can help you.