Financial planning for dentists
From the first loan statement to the day you sell the practice, the money decisions in dentistry look different. CFS Dental Division works alongside dental-focused financial planning partners so your insurance, investments, taxes and student loans all point the same direction.
Every stage
The right priorities for a resident aren't the right priorities for a practice owner. Your plan should keep up.
Student loan strategy, early disability coverage and building good habits before income arrives.
Contract reviews, paying down debt, starting to invest and protecting your growing income.
Entity structure, tax planning, retirement plans for you and your team, and business protection.
Preparing the practice for sale, managing the proceeds and planning the income that follows.
What it covers
A long-term investment strategy matched to your goals and your timeline.
Strategies to keep more of what you earn, personally and in the practice.
Setting up the business side of a practice the right way from the start.
Personal retirement savings and company retirement plans for your team.
Malpractice, disability and life coverage from CFS that fits inside the bigger plan.
Our partners
We work with firms that know dentistry, so the advice fits how dental careers and practices actually work.
Wealth management
A fiduciary wealth management firm focused on dentists at every stage, from students and residents to practice owners and military dentists.
Tax & advisory
A tax and advisory firm specializing in dental practices and healthcare professionals, led by founder and president David Peritz.
Interested in working with one of our partners? Reach out and we'll make the introduction.
Start with a conversation. We'll point you to the right plan and the right partner.