What Most Dentists Wish They Knew Sooner

Whether you’re still in dental school, working as an associate or getting ready to buy or sell a practice, no transition is totally seamless. But with the right planning, you can prepare for the unexpected and set yourself up for long-term financial success.

At E2E Financial we’ve worked with dentists for over 20 years. We know the financial challenges that come with every stage of your career, and that’s why we put together a New Dentist/Owner Checklist to help you stay on track and confident through it all.

Here’s a quick look at what we cover:

  • Insuring your future income: Disability and life insurance are key to protecting everything you’re working toward
  • Continuing your education: Whether it’s CE credits or study groups, ongoing education keeps you competitive and prepared for the next stage of your career.
  • Assembling the right team: CPAs, attorneys, banker, financial coach/planner who understand your world and can help you make informed decisions

Download our FULL New Owner checklist to help you pursue your financial goals with more confidence. If you would like to talk more in depth about your current financial plan schedule your FREE consultation.

Securities offered through LPL Financial, Member FINRA/SIPC. E2E Financial is another business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance LLC, a registered investment advisor. Independent Advisor Alliance is a separate entity from LPL Financial.

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This material is for general information only and is not intended to provide specific advice or recommendations for any individual. Investing involves risk including the possible loss of principal.

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ARE YOU READY TO TAKE YOUR PRACTICE TO THE NEXT LEVEL?