Comprehensive Financial Planning
Bring personal goals, business priorities, retirement, investments, insurance and long-term planning into a coordinated framework.
Financial Planning For Dentists
Build a financial plan that works for you and your practice.
As a dentist, your personal finances and your practice are often closely connected. Daymaxa Wealth helps you bring retirement, investments, insurance, succession and practice planning into one coordinated plan.
A More Connected Plan
Your personal finances and your practice should be planned together.
A dentist may be balancing personal savings, retirement planning, corporate cash flow, insurance needs, practice ownership, partnership agreements and an eventual sale or succession.
Daymaxa Wealth can help organize those priorities and coordinate financial decisions with your accountant, lawyer and other professional advisors where appropriate.
Planning Areas
Financial planning built around both career and practice.
See the financial planning areas we can help coordinate for you, your family and your dental practice.
Retirement Planning
Review retirement savings, registered accounts, corporate assets, pensions where applicable and the future role of the dental practice.
Investment Planning
Build an investment approach around risk tolerance, liquidity needs, time horizon and personal or corporate objectives.
Insurance Planning
Evaluate life, disability, critical-illness and other protection needs for both personal and business circumstances.
Succession Planning
Prepare for a future sale, internal transition or other practice exit while considering personal retirement goals.
Risk Management
Consider income risk, key-person risk, business continuity, liability and other exposures that could affect your financial plan.
Buy-Sell Planning
Practice partners may need agreements and funding strategies for death, disability, retirement or other ownership transitions.
Estate-Planning Coordination
Coordinate financial and insurance strategies with legal estate planning and the value or future ownership of the practice.
Tax-Aware Coordination
Financial decisions may have tax consequences. Daymaxa can work alongside your accountant and tax professionals when specialist advice is required.
Across Your Career
Different stages of dentistry create different financial priorities.
Early Career
Balance debt, savings, insurance, investing and the possibility of future practice ownership.
Practice Ownership
Coordinate personal wealth building with corporate cash flow, business protection and long-term practice value.
Succession & Retirement
Prepare for sale or succession while planning retirement income, taxes, investments and estate priorities.
Collaborative Planning
Your financial plan may involve more than one professional.
Dentists may need coordinated input from financial advisors, accountants, lawyers, insurance professionals and practice specialists. Daymaxa Wealth can help keep the financial plan connected while specialist advice is obtained where necessary.
Planning can include
Personal financial goals, corporate planning, retirement, investments, insurance, succession, buy-sell arrangements and estate-planning coordination.
Bring your personal and practice finances into one clear plan.
Let’s talk about the goals that matter most to you, your family and your practice.