Financial Planning for Dental Professionals

 

We Are Here To Discuss Your Needs! 

Learn how you can benefit from working with a financial professional. Because dentist-specific, practice-related issues, affect your retirement and financial goals in ways our team can help you overcome. How we can help:

 

- Asset protection strategies
- College savings plans
- Corporate and personal retirement plans
- Disability insurance
- Estate planning strategies
- Financial review
- Giving and legacy planning
- Practice transition planning
- Risk management and insurance
- Staff and group benefits

And much, much more!

 

http://www.emeraldhost.net/files/35220/Dental%20Professionals%20Flyer.pdf

Contact Information:
Philip Kim, CFP®, ChFC®, CLU®, RICP®, CRES (Scottsdale, AZ)
Founding Member, Managing Director
14851 N. Scottsdale Rd #103, Scottsdale, AZ 85254
Ph. (480) 444-3782
Philip.kim@equitable.com 
Virtual Calendar: https://calendly.com/philip-kim/30min-meeting?month=2020-03 
 
Daniel Dales (Tucson, AZ):
Senior Partner, Retirement Planning Specialist
5151 E. Broadway Blvd, Suite 1200, Tucson, AZ 85711
Ph. (520) 512-5949
Daniel.dales@equitable.com
Virtual Calendar: https://calendly.com/danieldales

 

 

 

Financial professionals of Signature Wealth Concepts, LLC offer securities through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC. Signature Wealth Concepts is not registered investment advisor and is not owned or operated by AXA Advisors or AXA Network. AGE-150958 (2/20) (Exp. 2/22)