Financial Planning for Every Stage of Your Dental Career

Helping dentists cut taxes, reduce debt, build wealth, and gain confidence in their financial lives.

Specialized Financial Planning for Dentists

Whether you are starting out in your career or getting ready to retire, as a dentist you have specialized financial planning needs. Balancing patient care with business management leaves little time for intricate tasks like financial planning, retirement planning, and investment management. From helping you consider your options for managing dental school loan debt to protecting your income and your loved ones, to planning for your dream retirement - however far or near that date may be for you - at Faithful Steward Wealth Advisors we’re here to help you at every stage of your dental career.

We take a comprehensive approach to financial planning and investment management, providing solutions that simplify your wealth, add clarity to your direction, gently hold you accountable, and live your financial life in accordance with your values. As part of our methodology, we holistically examine your life and career to create a financial action plan that helps you reach your goals. With strategic check-ins and effective tools, you can feel confident as we guide you through the implementation and optimization of your unique plan. Our goal is to help dentists like you have financial peace of mind so you focus on what is most important to you: your life, your family, and your careers.

Solutions for Every Stage of Your Dental Career

New Dentists

Common financial issues faced by new dentists:

  • How do I most advantageous way to pay down my student loan debt?

  • What would happen to my income if I became disabled and could no longer work?What would happen to my income if I became disabled and could no longer work?

  • How much should I set aside for retire early or change careers?

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  • Insurance Planning

  • Cash Flow Management

  • College Funding for Kids

  • Student Loan Management

Midcareer Dentists

Midcareer dentists often are concerned with:

  • How does a colleague’s buy-in or buyout affect my retirement plans?

  • How should I fund my children’s college education?

  • Are my spouse and I saving enough to retire comfortably?

  • Does my current insurance adequately protect my family and livelihood?

  • How can I save money on taxes?

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  • Tax Planning

  • Retirement Planning

  • Education Planning

  • Dental Practice Succession Planning

Retiring Dentists

Dentists nearing retirement and retired dentist are concerned with:

  • How do I analyze my options for a dental practice succession plan?

  • How will the sale of my business impact my retirement plan?

  • Should my spouse and I stay in the family home or downsize?

  • How do I ensure I leave the legacy I desire for my loved ones and charity?

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A Coordinated Approach

You will work one-on-one with a CERTIFIED FINANCIAL PLANNER™ professional, who will coordinate with your other professionals such as CPAs, attorneys, and insurance agents in evaluating all aspects of your finances. Your financial solutions will be designed to work together holistically to grow your wealth, minimize taxes, optimize your investments, prepare for retirement, and take care of your loved ones

  • Estate Planning

  • Charitable Giving

  • Investment Planning

  • Wealth Protection and Transfer