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Financial Planning Made Easy

Are you tired of waiting days (or weeks) for answers to simple questions? You’re not alone…that’s one of the biggest frustrations dentists share with us before working with E2E Financial.

Our goal is fast, reliable support. No generic replies. Just a dedicated team that makes your financial life easier.

Why Dentists Choose E2E Financial

⭐ 20+ years working exclusively with dental professionals
⭐ Real humans!! No pre-generated responses
⭐ A clear, organized financial plan that works with you and your practice
⭐ E2E Money: a platform for 24/7 access to your financial picture
⭐ Fast response via text, email, or call

And If you haven’t met her already, our Client Care Advocate Maggie Kenyon plays a huge role in making that happen. Whether it’s questions about your accounts, tech problems or scheduling a meeting she’s at your service to solve all that and so much more! In our experience working with dentists for over 20 years, we understand that life is busy so we make sure working with us is simple and easy. You’re never waiting days for a reply or stuck on hold for hours.

We also believe clarity matters! That’s why we give you full access to your full financial picture online through E2E Money. Our secure planning platform that allows you to see your accounts, big-picture goals, and long-term progress all in one place.

Learn more about we can help you! If you’d like a second look at your portfolio before year-end, want help planning for 2026, or just want to make sure you’re on the right track, you can schedule a complimentary consultation anytime.

We’re here to make this part of your life as easy as possible!

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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 information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

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.

The S&P 500 is a stock market index tracking the stock performance of 500 of the largest companies listed on stock exchanges in the United States. Indexes are unmanaged and cannot be invested in directly.

The Standard & Poor’s 500 Index (S&P500) is a capitalization-weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries.
The Bloomberg U.S. Aggregate Index represents the U.S. investment-grade fixed-rate bond market. This index is unmanaged, and its results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.

Bonds are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise and bonds are subject to availability and change in price.

This material is for general information only and is not intended to provide specific advice or recommendations for any individual. There is no assurance that the views or strategies discussed are suitable for all investors or will yield positive outcomes. Investing involves risks including possible loss of principal. Any economic forecasts set forth may not develop as predicted and are subject to change.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Market Index captures broad US equity coverage. The index includes 3,204 constituents across large, mid, small and micro capitalizations, about 99% of the US equity universe. Indexes are unmanaged and cannot be invested in directly.
International investing involves special risks such as currency fluctuation and political instability and may not be suitable for all investors. These risks are often heightened for investments in emerging markets.