December 13, 2017
Buying a Dental Practice

5 Mistakes to Avoid If You Buy a Dental Practice

In order to buy a new dental practice and learn to run it successfully, you’ll have to digest a lot of information in very little time. Along the way, you’re bound to make mistakes, but with guidance, you can avoid the most damaging.
May 30, 2016

What’s the worth of a CFP ®? – Financially Simple

In a meeting this last week, a client asked me, “How can I measure the worth of a financial planner?” This client is a very knowledgeable and informed client, trying to understand a quantitative measurement for the hiring of a wealth manager.  This question resulted in an intense research for quantitative measuring tools.  Here is what I discovered…. What you don’t know can definitely hurt…especially when it comes to comprehensive wealth and retirement planning. That’s why working with a CERTIFIED FINANCIAL PLANNER™ could make all the difference in the world. Here’s how  CFP’s® are making a difference for those that choose to work hand in hand with one. According to a recent survey, of those that are within 15 years of retirement, a whooping 76% are stressed when it comes to their savings and investments. However, those working with a CFP® aren’t experiencing the same lack of confidence. With and Without […]
March 12, 2016
first year of your new dental practice

Surviving the First Year of Your New Dental Practice

Young dentists know a lot about teeth—taking care of them, repairing them, making them look beautiful. What these young professionals don’t know a lot about is running a successful business. If this describes you, don’t worry; help is available! Let’s say you’re fresh out of residency and you just bought your own practice. (Finding and purchasing a dental practice is another process you shouldn’t tackle without guidance). Our firm, Heritage Investors, has helped many young dentists get off on the right foot so we have worked with dentists like you. You don’t need to wade into the business world without guidance, and there’s no reason why you should.