Achieve professional – and personal – success.
What’s important to you? It’s one of the most personal questions any professional advisor can ask. But it’s also the most important. So that’s where we start.
What goals do you have for yourself? Your family? Your career? Your practice?
Once we have a full understanding of where you stand and where you want to go, we craft a strategic plan to give you the best chance of getting there.
A cross-disciplinary, multifaceted plan that covers investments, debt management, wealth, accumulation and capital assets – alongside tax, retirement and transition planning.
In everything we do, we make a simple promise: to put your interests – and your most important goals – first.
Buckingham Strategic Wealth is an ADA CERP Recognized Provider.
ADA CERP is a service of the American Dental Association to assist dental professionals in identifying quality providers of continuing dental education. ADA CERP does not approve or endorse individual courses or instructors, nor does it imply acceptance of credit hours by boards of dentistry.
Putting plans into action.
When you own your own practice, the financial challenges you face grow and change every day. There are demands for your time and your income around every corner. The Buckingham Practice-Integrated Wealth Management team brings a deep understanding of what you do and what you face. And more importantly, we have a full suite of tools to help you get a handle on it all.
Our aim is to help you build a cohesive, customized business plan based on where you stand today and where you want to go. Every recommendation we make is measured against how well it helps move your goals forward. Because, to us, there’s nothing more important.
As you can probably tell by now, we start by asking questions – lots of them. It’s all to help us figure out what’s best for you. To determine your willingness, need and ability to take on risk. And, above all, to make sure you understand everything that’s happening, so you can make smarter decisions.
Once we have a plan in place, the Buckingham Practice-Integrated Wealth Management team keeps working with you. It’s far from a set-it-and-forget-it strategy. We will study your portfolio to make sure it stays in balanced, and delivering the expected returns. And when it makes sense, we adjust.
Working in step with your goals.
We know you have specific needs. To save more money. To build the value of your practice. To put away money for retirement. To create a transition plan. Whatever you need to do, Buckingham is right there with you.
We offer a wide range of investment tools designed for dental professionals, all to help you balance risk and reward while minimizing taxes and preserving capital. In our experience, the best way to do that is to build a globally diversified portfolio, strategically allocated across a range of low-cost investment vehicles and asset classes.
We believe you will not get ahead if you trust your future to an advisor trying to pick “hot stocks.” Instead, we use the science of investing to help you make better long-term decisions. This frees you from worrying about the day-to-day, week-to-week turbulence of the markets.
With us by your side, you can relax – and focus on where you want to go.
Buckingham was founded by CPAs. So taxes are naturally a central part of everything we do. The truth is, though, that none of our services exist individually. Each builds on and affects the other.
We look at taxes as a year-round strategy. As a practice owner, you can know we’re always working to help you find ways to reduce taxes. We constantly monitor your plan, your investments and the performance of the market for tax-loss harvesting opportunities. We can also help you time major expenses to maximize the tax benefits.
The most important part of the service we provide to you is keeping helping you make smarter, more confident decisions about your finances. To us, that starts and ends with keeping you informed. Educating you about recent or upcoming tax law changes – and showing you how to use them to your benefit.
Make the future your own.
If you own your practice, chances are you’ve asked yourself, “What’s next?”
We offer a full range of education and consulting services to help you shape the future of your practice. This is true whether you’re selling your practice, buying another or looking to bring on another partner.
We work with you to help you intelligently evaluate your options – and make the decision that best fits your needs.
You can’t get good answers without good questions.
And we like answers.
Knowing is half the battle.
How much are you paying in fees to your current investment advisor? If you can’t answer that question quickly and with confidence, or if it’s not clearly disclosed on your regular statements, you may be paying too much. At Buckingham, part of our promise to you is to fully and clearly spell out the fees you will pay – and what you’ll really get in return.
We hold ourselves to the fiduciary standard. It’s the highest measure of accountability in the industry. It means we enthusiastically accept the legal obligation to serve in your best interests at all times.
We help you weigh all of your options.
Making large capital investments in your practice – like new equipment or a new facility or new staff – is a huge decision. Our goal is to help you maximize the benefit you will get from your purchase, while minimizing your cost.
That might involve securing financing. It may also involve helping you time your purchases to offset taxes or other expenses. Either way, we will help you make purchase or financing decisions based on how they help you realize your long-term vision.
You probably don’t want to do this forever.
And when the time comes for you to leave your practice, we want to make sure you are ready.
We have developed five distinct transition plans to help ease your way out of practice:
• Sale and walk away
• Role reversal
• Corporate dentistry
Which one is right for you depends on the size of your practice and what you feel is best for your patients.