Comprehensive Financial Review for Dentists at Every Career Stage
Whether you're a recent graduate grappling with student debt, an established practitioner in the midst of your highest earning years, or a doctor approaching retirement, the path to financial security isn't always clear. A personal financial review will review where you’re at and explain what needs to be done to get where you want to be. We make our recommendations as unbiased as we know how. We are not selling any investments or insurance products, only providing the kinds of recommendations we would want to receive if the roles were reversed.
What's Included:
- In-depth analysis of your current financial situation
- Personalized recommendations for debt management and amount of savings reasonably needed going forward
- Specific investment selection, asset allocation,
- Retirement plan and Roth recommendations
- Risk assessment and insurance evaluation (life, disability, homeowners, etc.)
- Gift and estate planning recommendations
- Education planning, 529 plans, and alternatives
Many doctors find themselves:
Imagine a future where:
Why Choose Our Financial Review Service?
Unbiased, Independent Advice
We don't sell financial products or charge asset management fees, nor do we sell insurance. Our only goal is your financial success.
Dental Industry Expertise
With decades of experience serving dentists, we understand the unique financial landscape of your profession.
Personalized Recommendations
Every financial plan is as unique as the doctor it serves. We tailor our advice to your specific situation and goals.
Actionable Insights
You'll receive clear, implementable strategies to improve your financial health immediately and in the long term.
Holistic Approach
We consider both your personal and professional financial goals for a comprehensive financial strategy.
How It Works
Dental industry expert, Brandon Collier, will provide you with the roadmap, tools, and ongoing support to transform your financial life.
1. Complete a Detailed Questionnaire
First, you'll fill out some information after clicking the button below. You'll be able to download and fill out a questionnaire and get an idea for the documents to submit for the review.
2. Submit Recent Financial Statements and Documents
Next, you'll either upload any relative documents to our portal, or mail them to our office (however you prefer).
3. Receive a Written Report with Recommendations
Then, Brandon will send over a highly detailed report with actionable steps you can take to optimize your financial portfolio. Typical turnaround time is 8-12 weeks.
4. Schedule a 90-minute Consultation
After you take some time to read through the report, you'll schedule a follow-up call with Brandon to discuss more in-depth and develop a plan for moving forward.
Take the First Step Towards Financial Clarity
Let us help you write the next chapter of your financial story—one where you're in control, confident, and poised for success both in your practice and your personal life.
Fee: $4500
Questions? Call us at (216) 765-1199 or email info@collieradvisors.com.