As a successful dental provider, you're proud of your accomplishments in developing a successful and valuable practice. You recognize its now time to create a strategy for a successful retirement plan for you and your loved ones. Allow our experience to help guide you toward optimizing and transition the value you've created, while optimizing your after-tax dollars to fund those new adventures you've been looking forward to.
Over 35 years providing pre-emptive health advisory services to health professionals of all kinds, be they dentists, medical doctors, hearing centres, naturopathic practitioners and many other specialist and general health care providers. Having come from a family of health care providers, Alan has developed strong insights over the years as he's helped guide and counsel general and specialist providers alike through the many life-stages of their professional practice needs.
Whether it be health professionals beginning a new practice, navigating financial and current tax planning considerations as your family grows, paying down early debt, as well as guiding the more mature practices through incorporation, tax planning for your children's education, weddings, and retirement planning.