E2E Financial is Here to Help! See How…

We often get asked how we help dentists. E2E Financial is a financial coaching and planning team with over 20 years of experience in helping dentists pursue their financial goals.

We help our doctors with investments as part of the process. Unlike many of our friends in the financial business we are much more than an investment management company. We take our years of experience in dentistry and put it to use helping you by:

Getting your financial life organized starting with a “Get Organized” meeting
Reviewing your dental specific advisor team and partner with them. Including CPA, banker, attorney, consultant(s), key vendors (like IT) and others.
Working with you to develop an action plan to pursue your financial goals
Meeting monthly with you to help execute the steps of your action plan.

Check out Andrés’s video reviewing how we help; along with a couple real life examples.

If you are ready to get a second opinion on your financial planning and coaching from an experienced dental-specific firm that’s an accepted member of the Academy of Dental Management Consultants, click here to schedule your free initial meeting.

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.

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