What Is Your Dental Practice Worth?
You’re thinking about retiring. How do you create a cash flow stream from your business that can carry you through your retirement years? Watch our discussion covering: Practice Valuations, Transition Structuring, Tax Implications and Negotiating the Sale of Your Practice
Customized and Holistic Wealth Planning for Dentists in Oklahoma
Whether you are just starting your practice or are in a later stage in your career and considering selling your business, Mariner Wealth Advisors is here to help you at every stage. And you can rely on us to serve as a fiduciary, always acting in your best interests. Plus, we have a group of advisors who specialize in working with dentists—they understand what is important to you and your practice.
Our Comprehensive Financial Services for Dental Professionals
- Practice Transition Strategies
- Tax and Estate Planning, Strategies and Consulting
- Real Estate Consulting
- Equipment Purchases or Financing Programs
- Retirement Plan Design and Optimization
- Mortgage Loans
- Investment Planning
- Payroll, Bill Pay and Bookkeeping
- Insurance Needs
- Compensation Strategies for Key Employees
Your Oklahoma Wealth Management Team
Ready to Chat?
Schedule a Call With Julie
Use the calendar to schedule a call with our senior wealth consultant, Julie Smith, who specializes in working with dental professionals. She will contact you to understand your needs and create a customized wealth plan designed for you.