Comprehensive, fee-only financial planning & investment management, tailored to each dentist's unique situation. For each client we serve, we--
• Nurture relationships of trust by understanding your hopes, dreams and vision for your life.
• Deliver exceptional financial planning advice specific to your situation to align your financial resources with your goals.
• Provide academically-validated and evidenced-based investment management services.
• Proactively update your financial plan and investment portfolio through life changes, regular meetings and ongoing communication.
• Provide extraordinary customer service.
We take a proactive look at your financial situation, and provide advice in the following areas:
• Debt Management
• Cash Flow
• Investment Management
• Retirement Plan Design
• College Funding
• Investment Planning
• Risk Management
• Legacy Planning
Industry regulations prohibit endorsements or testimonials for Financial Freedom for Dentists LLC or any Investment Advisor Representative. Posts must refrain from recommending advisory services or providing testimonials for our firm, since they are strictly prohibited. Please understand that we are required to delete such posts, since this is a regulatory requirement. Advisory services are offered by Financial Freedom for Dentists LLC, a Registered Investment Advisor in the State of Washington. Financial Freedom for Dentists LLC is not affiliated with or endorsed by the Social Security Administration or any government agency and are not engaged in the practice of law.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Financial Freedom for Dentists LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness.
Company Details
- Employees
- 4
- Founded
- -
- Address
- 34627 Se Swenson Dr,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Financial Planning, Investment Management, Debt Management, Cash Flow Analysis, Children's Educational Funding, Tax Planning, Retirement Planning, Retirement Plan Design, Investment Planning, Risk Management, Estate Planning, Major Purchase Funding, Fiduciary, dentist, dental, wealth management.
- HQ
- Snoqualmie, Washington
Financial Freedom For Dentists Llc Questions
Financial Freedom For Dentists Llc's website is http://financialfreedomfordentists.com
Financial Freedom For Dentists Llc's LinkedIn profile is https://www.linkedin.com/company/freedom4dentists
Financial Freedom For Dentists Llc has
4 employees.
View email and phone details for 4
employees at Financial Freedom For Dentists Llc.
Financial Freedom For Dentists Llc's industry is
Financial Services
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Financial Freedom For Dentists Llc's categories are Financial Services
Financial Freedom For Dentists Llc's founding year is 2019
