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Dentist Gets to Keep Practicing and Gain Retirement Financial Security Too

Introduction Dr. T. and his wife operated a dental practice in San Antonio, TX. He was the dentist and his wife served as the office manager. As he approached his mid-60s, he considered the path towards his retirement. Although he still had a few years left in his career, he wanted to create an exit […]

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Dentist Achieves Work-Life Balance and Improves His Financial Standing

Introduction  Dr. S. is an excellent dentist in his mid-40s who has a thriving practice doing $1.5MM in revenue and growing. He loved the clinical work, but he was tired of the hassle of running a practice while also trying to spend time with his family. He wanted to get out of the day-to-day aspects

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