Retirement Strategies for Dental Professionals


Are you taking advantage of all the opportunities to effectively manage your retirement plan?

Many dentists don’t even know they are missing chances to maximize their contributions. We’re here to help customize a plan for you and your staff today.

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Plan, Design & Review

We evaluate your objectives and prepare an analysis of the Employee Retirement Plan that best fits your situation. If you already have an employee benefit plan in place, we can review the plan to make sure it is still the best option for the organization and the participants.


Investment Advice & Education

We can provide each of your Employee Retirement Plan trustees and sponsor with friendly advice and education about the investment options offered within your plan, account set up and investment monitoring.

Third-Party Plan Administration (TPA)

We offer full service Employee Retirement Plan administration for all types of retirement plans. Our third-party administration services are designed to keep you and your employees informed about your accounts and to keep you in compliance with ERISA guidelines.


Securities offered through 1st Global Capital Corp., Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc.