As a dental professional, you balance the daily responsibilities of caring for the oral health of your patients with running and managing a business. You’ve built a successful practice—keeping your patients and staff satisfied, controlling expenses, managing collections and finding new patients. This success has enabled you to accumulate wealth and create a comfortable lifestyle.
Cortes, Wealth & Estate Planning understands the complexities of the dental profession. We work with dentists and other dental specialists to help you gain more control and security. We are experienced in meeting the unique needs of dentists and their families by developing customized plans that enable them to better manage both their practice and their personal finances.
In general, the dental office run for one individual and then close when the founder retires or dies. we call the dental business a business with high dependence, the fact that the business will end pending the your retirement or death, does not mean the business should ignore Estate Planning. During the years the business is in existence, steps must be taken to minimize the risk of liability arising during business activity.
Our advisors walk you through our wealth & estate process to define your goals, assess where you stand today and identify the actions necessary to achieve your goals. Many times we become a resource for you as you make those complex, daily decisions. We use our extensive knowledge about investments, taxes, accounting, estate and charitable issues to develop strategies that translate into personal and professional financial success. Our comprehensive financial strategy is crafted to enable dentists to accumulate, preserve and benefit from the wealth that an extensive education and hard work can provide.
To schedule your data meeting (60 minutes) to explore every aspect of your wealth & estate planning… focus in your wealth accumulation, de-accumulation and estate planning to preserving your legacy –
Please, contact us 416-549-5900 or email us at pedroc@corteswealthplan.com
We will contact you shortly to set up a time to talk.
