Dentist Retirement: How to Get in Better Financial Shape

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Dentist Retirement: How to Get in Better Financial Shape

Nov 09, 2017

Saving enough for retirement takes planning, discipline, and endurance. It’s like running an ultramarathon for 30 years. The sooner you begin saving, the greater your chances of reaching your destination at the earliest possible time…


It’s your retirement—you don’t want to just wing it! There’s too much at stake. Just as patients rely on your expertise for their dental needs, you should do the same for your retirement needs, and that expert would be a [CERTIFIED FINANCIAL PLANNER™ professional] (CFP®). Unfortunately, only about a quarter of dentists (26%) actually use a CFP[® professional], according to the latest Dental Economics–Levin Group Annual Practice Survey.

Every dentist should have a financial plan created in conjunction with a CFP[® professional]. The plan is your roadmap to a better financial future. You should meet with your financial expert once a year to review the plan and make any adjustments based on life changes, investment performance, and new priorities. Read more >

Dental Economics
By Roger P. Levin, DDS
November 9, 2017 

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Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call themselves a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
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Don't address your finances individually. Pull your finances together with the help of a CFP® professional.