Retirement Planning for Dentists

Reduce Taxes. Invest Smarter. Optimize Income

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Why Dentist Exit Planning?

Specialized Advice

We only work with dentists exiting clinical. That narrow niche means we dive way deeper into your planning.

Tax Talk

Every investment decision you make has a tax implication. We work to lower your tax bill.

Boutique Firm

We’re independent and deliberately small. We want relationships with our clients.

 What’s
the first step?

If you’re interested in working together, the first step is a no-cost, no-obligation conversation. We want to meet you (virtually), begin to understand your situation, and hear what you're trying to navigate. To take the first step, please schedule your Initial Consultation.

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Frequently
Asked Questions

  • You specialized with your career. You deserve a financial advisor that’s specialized as well. Most advisors work with clients from a potpourri of backgrounds. We work only with dentists. That narrow focus allows us to spend all of our time and energy on your unique planning considerations.

  • Yes. We work with dentists from all employment models.

  • Yes… as long as you are comfortable communicating via phone, Zoom, and email. We work with dentists all over the country. Bonus points if you’re located in Iowa, like us.

  • We leverage technology to make communication and your planning as simple as possible.

    Even our clients who practice near us love using virtual meetings, online scheduling, and electronic communication to be more efficient.

  • We’ll do our best. We’re happy to point you in the right direction or refer you to someone that can better help you directly. Please email shawn@dentistexit.com with details about your situation, and we’ll be in touch.

  • No. We charge a flat monthly fee for our services, so your account sizes are not relevant.

    However, because of the way we implement tax planning, we require that all your eligible investment accounts be under our management.

  • Bigger is not better for you or us. We desire to deliver massive value and have strong relationships with a limited number of dentists… 50 at maximum. We’re a boutique firm. Beyond the numbers, we’ll encourage you to live your best life. Having a small firm and tight focus allows our small team to do the same.

  • Are you looking for a collaborative experience with your advisor? A teammate approach? Our goal is to be a partner, not a patriarch. You don’t enjoy an entitled patient, and we feel the same. We work best with DWYSYWD-types. Bonus points: If you’re passionate about a hobby and have a dry sense of humor, we’ll get along even better.

  • Sure. Your service will include (but not be limited to) investment management, Roth IRA conversion analysis, RMD analysis, dynamic retirement income management, social security optimization, estate planning coordination, plus anything else we deem topical and necessary.

  • We get it. If it’s not the right time for you to engage, please sign up for our email newsletter here. You’ll learn about relevant dental and financial topics featured in our podcasts and elsewhere. We ususally send just one email per week, and you can unsubscribe anytime.