Practicing
Achieving Financial Independence from Your Practice
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
As a dental professional, you have put your time, talent, and resources into providing the best care for your patients. At Peterson Binstock & Associates, we want to provide you with that same care and guidance. By utilizing our tools such as The Living Balance Sheet® to analyze both your personal and professional finances, together, we can help ensure that your financial future is prosperous and protected.
What is our definition of financial independence?
At Peterson Binstock & Associates, we believe that the truest definition of financial independence means being in a position to practice your area of mastery because you enjoy it, not because you rely on the income. Financial independence is the comfort that comes with knowing that if you never practiced again, you could maintain your current lifestyle without the fear of running out of money.
We are equipped to help you with:
- Liability and Malpractice Insurance
- Disability Insurance
- Medical Insurance
- Life Insurance
- Estate Planning Strategies
- Cash Flow Management
- Investments
- Debt Management
- Strategies for student loan repayments
- Practice Acquisition
- Mortgage Structure
- Practice Management
- Group short term and long-term Disability Insurance
- Medical Insurance
- Retirement Planning
- Non-Qualified Retirement Plans
- Buy/Sell Agreements