The Dentist’s Financial Playbook: Take A Comprehensive Approach to Investing

At Buckingham Strategic Wealth, we are here to serve you, your family and your dental practice. Our practice-integrated wealth management solutions help you manage all areas of your wealth and weave together your professional and personal financial lives. We recommend 10 wealth creation strategies for dentists, and have outlined each in a series of short videos.

Financial plans should be custom designed to enable you to reach financial freedom. In our tenth (and final) video, Tom Bodin defines the financial freedom concept and outlines the three questions that – when you answer them – can empower you to reach your goals.

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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.

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The opinions expressed by featured authors are their own and may not accurately reflect those of Buckingham Strategic Wealth. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice.

© 2018, Buckingham Strategic Wealth®

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Thomas Bodin, CFA, CFP®

As a practice integration advisor, Thomas provides comprehensive financial advisory services to dental and medical offices, including tax, pension and retirement planning. He is motivated by a passion to help medical professionals connect the hard work they put into their practices with their most deeply held values and goals, all through Buckingham’s evidence-based approach to true wealth management.

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