Tim Mcneely Cfp, Cima, Cepa Email and Phone Number
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Many dental entrepreneurs risk losing the value of their lifetime of hard work by relying on ordinary advice. If you’re not using strategies designed for the ultra-wealthy to protect your wealth and maximize your practice’s value, you could be leaving significant opportunities behind.👋 I’m Tim McNeely, and I help dental entrepreneurs turn years of dedication into lasting financial freedom. By applying strategies used by the Super-Rich, I guide you through high-value exits, tax savings, and long-term wealth planning to secure your legacy. 💼When I saw my wife, Dr. Dana Yeoman, D.D.S., struggle to balance running her practice with financial decisions, I knew there had to be a better way. That’s why I committed to simplifying the financial side for dental entrepreneurs, helping them focus on what truly matters. 🙌If you’re questioning whether your current advisor understands your unique needs, you’re not alone. A CEG Insights study shows 72% of high-net-worth individuals are open to switching advisors. It’s okay to find the right fit. ✅🦷 Dental entrepreneurs work with me to answer 7 crucial questions before planning their eight-figure exit: 1. Will my wealth last, or will I run out of money? 2. How can I maximize my sale and minimize taxes? 3. How do I protect my family’s future without causing stress? 4. What do the wealthy do to safeguard their fortunes? 5. How can I make an impact without risking my family’s future? 6. How do I find the right advisor who truly cares? 7. What is a stress test, and why do the ultra-wealthy rely on it?I’ve spoken at Delivering WOW 🎤 and been featured in Dental Economics, Dental Practice Management, and DentistryIQ. My mission is to help you turn your hard work into a lasting legacy. 🏆Let’s connect if you’re ready to secure your financial future!📧 tim@dentalwealthnation.com📞 818-534-4949📅 Schedule a call: https://go.dwnhq.com/priority-office-hours-with-tim-mcneely
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Vice President, Wealth AdvisorFarther Oct 2024 - PresentNew York, Ny, Us𝗬𝗼𝘂’𝘃𝗲 𝘀𝗽𝗲𝗻𝘁 𝘆𝗲𝗮𝗿𝘀 𝗯𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝗮 𝘁𝗵𝗿𝗶𝘃𝗶𝗻𝗴 𝗽𝗿𝗮𝗰𝘁𝗶𝗰𝗲. 𝗡𝗼𝘄 𝗶𝘁’𝘀 𝘁𝗶𝗺𝗲 𝘁𝗼 𝗲𝗻𝗷𝗼𝘆 𝘄𝗵𝗮𝘁’𝘀 𝗻𝗲𝘅𝘁.Most wealth advisors offer cookie-cutter solutions, but your journey is anything but ordinary. I don’t just manage wealth—I guide dental entrepreneurs like you through the most important transition of your life: your exit.Together, we’ll create a plan that’s: • 𝗖𝗹𝗲𝗮𝗿: Understand exactly how your exit will unfold and how it supports your life goals. • 𝗣𝗲𝗿𝘀𝗼𝗻𝗮𝗹𝗶𝘇𝗲𝗱: Your plan will reflect the unique aspects of your practice, finances, and vision. • 𝗧𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻𝗮𝗹: We’ll ensure your exit creates lasting wealth and gives you the freedom to pursue what’s next.I understand your challenges because I’ve seen them firsthand. As the spouse of a dentist, I know that this isn’t just about numbers—it’s about protecting what you’ve built, caring for your loved ones, and leaving a legacy.💬 𝗟𝗲𝘁’𝘀 𝘁𝗮𝗸𝗲 𝘆𝗼𝘂𝗿 𝗲𝘅𝗶𝘁 𝗳𝗿𝗼𝗺 𝗰𝗼𝗺𝗽𝗹𝗶𝗰𝗮𝘁𝗲𝗱 𝘁𝗼 𝗰𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝘁.https://meetings.hubspot.com/tim-mcneely -
Host Of The Dental Wealth Nation ShowThe Dental Exit Institute Apr 2019 - PresentWelcome to the 𝗗𝗲𝗻𝘁𝗮𝗹 𝗪𝗲𝗮𝗹𝘁𝗵 𝗡𝗮𝘁𝗶𝗼𝗻 𝗦𝗵𝗼𝘄, the ultimate destination for dentists aiming to not just succeed, but to thrive in their profession. Our mission is to empower you to achieve your goals faster and with less effort than you ever imagined. How? By unveiling the secrets to building genuine wealth.𝗪𝗵𝘆 𝗧𝘂𝗻𝗲 𝗜𝗻?𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀 𝗼𝗳 𝘁𝗵𝗲 𝗦𝘂𝗽𝗲𝗿 𝗥𝗶𝗰𝗵: Dive deep into the financial tactics of the world's wealthiest individuals. Learn how you can emulate their success to cultivate your own wealth.𝗛𝗼𝗹𝗶𝘀𝘁𝗶𝗰 𝗪𝗲𝗮𝗹𝘁𝗵 𝗕𝘂𝗶𝗹𝗱𝗶𝗻𝗴: It's not just about money. Discover how to nurture your wealth to benefit the people you cherish and champion the causes close to your heart.𝗗𝗲𝗰𝗮𝗱𝗲s 𝗼𝗳 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲: With over ten years of experience, I've had the privilege of guiding numerous entrepreneurial dentists and select professionals. Together, we've optimized their financial landscapes, enabling them to make a positive difference in the world.𝗦𝗵𝗼𝘄 𝗗𝗲𝘁𝗮𝗶𝗹𝘀:𝗣𝗹𝗮𝘁𝗳𝗼𝗿𝗺: The Dental Wealth Nation Success Platform𝗔𝘂𝗱𝗶𝗲𝗻𝗰𝗲: Our show is streamed live, reaching an impressive audience of over 10,000 dental professionals spanning various platforms.𝙅𝙤𝙞𝙣 𝙪𝙨 𝙤𝙣 𝙩𝙝𝙞𝙨 𝙩𝙧𝙖𝙣𝙨𝙛𝙤𝙧𝙢𝙖𝙩𝙞𝙫𝙚 𝙟𝙤𝙪𝙧𝙣𝙚𝙮 𝙖𝙣𝙙 𝙧𝙚𝙙𝙚𝙛𝙞𝙣𝙚 𝙬𝙝𝙖𝙩 𝙨𝙪𝙘𝙘𝙚𝙨𝙨 𝙢𝙚𝙖𝙣𝙨 𝙞𝙣 𝙩𝙝𝙚 𝙬𝙤𝙧𝙡𝙙 𝙤𝙛 𝙙𝙚𝙣𝙩𝙞𝙨𝙩𝙧𝙮. 𝙇𝙚𝙩'𝙨 𝙗𝙪𝙞𝙡𝙙 𝙖 𝙥𝙧𝙤𝙨𝙥𝙚𝙧𝙤𝙪𝙨 𝙛𝙪𝙩𝙪𝙧𝙚 𝙩𝙤𝙜𝙚𝙩𝙝𝙚𝙧. -
Ceo & FounderThe Dental Exit Institute May 2009 - Present🔹 𝗪𝗵𝗼 𝗪𝗲 𝗔𝗿𝗲At 𝗧𝗵𝗲 𝗗𝗲𝗻𝘁𝗮𝗹 𝗘𝘅𝗶𝘁 𝗜𝗻𝘀𝘁𝗶𝘁𝘂𝘁𝗲, we help 𝗱𝗲𝗻𝘁𝗮𝗹 𝗲𝗻𝘁𝗿𝗲𝗽𝗿𝗲𝗻𝗲𝘂𝗿𝘀 and 𝗺𝗶𝗱-𝗺𝗮𝗿𝗸𝗲𝘁 𝗗𝗦𝗢𝘀 plan and execute successful exits—turning years of hard work into lasting wealth and freedom.With 𝟳𝟬% 𝗼𝗳 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗼𝘄𝗻𝗲𝗿𝘀 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝘁𝗼 𝘁𝗿𝗮𝗻𝘀𝗶𝘁𝗶𝗼𝗻 𝘄𝗶𝘁𝗵𝗶𝗻 𝘁𝗵𝗲 𝗻𝗲𝘅𝘁 𝗱𝗲𝗰𝗮𝗱𝗲, many leave significant value untapped. We leverage insights from 𝟮,𝟬𝟰𝟵 𝗵𝗶𝗴𝗵-𝗻𝗲𝘁-𝘄𝗼𝗿𝘁𝗵 𝗲𝗻𝘁𝗿𝗲𝗽𝗿𝗲𝗻𝗲𝘂𝗿𝘀 𝘄𝗶𝘁𝗵 $𝟯𝟮 𝗯𝗶𝗹𝗹𝗶𝗼𝗻 𝗶𝗻 𝗮𝘀𝘀𝗲𝘁𝘀 to design strategies that protect your legacy and maximize outcomes.🔹 𝗪𝗵𝗮𝘁 𝗪𝗲 𝗗𝗼• 𝗘𝘅𝗶𝘁 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴: Create personalized roadmaps for seamless transitions.• 𝗣𝗿𝗮𝗰𝘁𝗶𝗰𝗲 𝗩𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻: Boost your practice’s worth with proven strategies.• 𝗔𝘀𝘀𝗲𝘁 & 𝗪𝗲𝗮𝗹𝘁𝗵 𝗣𝗿𝗼𝘁𝗲𝗰𝘁𝗶𝗼𝗻: Secure your financial future with proactive planning.• 𝗡𝗲𝘅𝘁 𝗖𝗵𝗮𝗽𝘁𝗲𝗿 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆: Define a clear post-exit vision—retirement, ventures, or legacy-building.🔹 𝗪𝗵𝘆 𝗪𝗲’𝗿𝗲 𝗗𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁Exiting isn’t just a transaction; it’s a 𝗺𝗼𝗺𝗲𝗻𝘁 𝘁𝗼 𝘀𝗲𝗰𝘂𝗿𝗲 𝗮 𝗹𝗶𝗳𝗲𝘁𝗶𝗺𝗲 𝗼𝗳 𝗵𝗮𝗿𝗱 𝘄𝗼𝗿𝗸.Our 𝗩𝗶𝗿𝘁𝘂𝗮𝗹 𝗙𝗮𝗺𝗶𝗹𝘆 𝗢𝗳𝗳𝗶𝗰𝗲 (𝗩𝗙𝗢) model ensures: • 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗖𝗹𝗮𝗿𝗶𝘁𝘆: Align business and personal finances seamlessly. • 𝗘𝘅𝗶𝘁 𝗥𝗲𝗮𝗱𝗶𝗻𝗲𝘀𝘀: Anticipate risks and uncover opportunities. • 𝗟𝗲𝗴𝗮𝗰𝘆 𝗣𝗿𝗼𝘁𝗲𝗰𝘁𝗶𝗼𝗻: Preserve your wealth and impact for generations.💬 𝗟𝗲𝘁 𝘂𝘀 𝗵𝗲𝗹𝗽 𝗿𝗲𝗱𝗲𝗳𝗶𝗻𝗲 𝘆𝗼𝘂𝗿 𝘀𝘂𝗰𝗰𝗲𝘀𝘀 𝘀𝘁𝗼𝗿𝘆.📩 𝗖𝗼𝗻𝗻𝗲𝗰𝘁 𝘁𝗼𝗱𝗮𝘆 𝘁𝗼 𝗽𝗹𝗮𝗻 𝗮 𝗺𝗮𝘀𝘁𝗲𝗿𝗳𝘂𝗹 𝗲𝘅𝗶𝘁 𝗮𝗻𝗱 𝗰𝗿𝗲𝗮𝘁𝗲 𝗮 𝗹𝗲𝗴𝗮𝗰𝘆 𝗯𝗲𝘆𝗼𝗻𝗱 𝗮𝗻𝘆 𝗯𝗮𝗹𝗮𝗻𝗰𝗲 𝘀𝗵𝗲𝗲𝘁.
Tim Mcneely Cfp, Cima, Cepa Skills
Tim Mcneely Cfp, Cima, Cepa Education Details
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College For Financial PlanningCfp® Certification Professional Education Program -
The Wharton SchoolModern Portfolio Theory -
The Master'S University -
Wine & Spirit Education Trust -
Exit Planning InstituteCertified Exit Planning Advisor
Frequently Asked Questions about Tim Mcneely Cfp, Cima, Cepa
What company does Tim Mcneely Cfp, Cima, Cepa work for?
Tim Mcneely Cfp, Cima, Cepa works for Farther
What is Tim Mcneely Cfp, Cima, Cepa's role at the current company?
Tim Mcneely Cfp, Cima, Cepa's current role is Don’t let a poor exit strategy hurt your financial future. I help dentists achieve high-value exits that build lasting wealth. Host: The Dental Wealth Nation Show | #1 Bestselling Author..
What is Tim Mcneely Cfp, Cima, Cepa's email address?
Tim Mcneely Cfp, Cima, Cepa's email address is timmcneely@me.com
What is Tim Mcneely Cfp, Cima, Cepa's direct phone number?
Tim Mcneely Cfp, Cima, Cepa's direct phone number is +181873*****
What schools did Tim Mcneely Cfp, Cima, Cepa attend?
Tim Mcneely Cfp, Cima, Cepa attended College For Financial Planning, The Wharton School, The Master's University, Wine & Spirit Education Trust, Exit Planning Institute.
What are some of Tim Mcneely Cfp, Cima, Cepa's interests?
Tim Mcneely Cfp, Cima, Cepa has interest in Collecting Antiques, Exercise, Sweepstakes, Nascar, Home Improvement, Shooting, Reading, Gourmet Cooking, Sports, The Arts.
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Tim Mcneely Cfp, Cima, Cepa has skills like Family Office, Passive Income, Certified Financial Planner, Practice Management, Wine, Whisky, Strategic Financial Planning, Financial Advisory, Wealth, Portfolio Management, Wealth Management, 401k.
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