As you’re aware, physicians and dentists have a unique need for trusted financial, legal, and insurance partners throughout the different stages of their career. And many don’t have the time or desire to handle it all themselves … or, if they think they do, they eventually realize how complex their financial situation has become. Add to this the time and inconvenience of being the middleman between these partners.
Wouldn’t it be more efficient for everyone if we collaborated directly?
To better serve our clients – and yours – that’s what we’d love to initiate. By collaborating with SDT, you and your clients benefit from our full spectrum of financial planning services.
With over 65 years of experience working with doctors, we provide comprehensive financial planning services for every stage of their career and can support you in serving this unique clientele.
SDT becomes your reliable partner, offering in-depth insight into strategic financial planning. As a fiduciary, we provide independent, ongoing education and advice to your clients on a transparent fee-based schedule.
By introducing SDT as a trusted partner, you provide added value by ensuring your clients’ financial plans are comprehensive and well-rounded. Your clients can rest assured they’re in experienced hands.
Direct communication with you streamlines the client experience. We provide you with information needed for taxes, audits, estate planning, legal services, etc., so clients aren’t overwhelmed by intricate requests.
This partnership doesn’t make sense for every client. We collaborate best with clients who:
- Desire centralized service.
- Are a physician, dentist, or household with similar financial complexity.
- Value financial planning but don’t have the time or desire to do it themselves.
Our target client has at least $1,000,000 of investable assets or $10,000 of monthly free cash flow - or any combination thereof.
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If you’re ready to offer your clients the unparalleled advantage of comprehensive financial planning, SDT is here for you. Whether you’re an attorney, CPA, banker, practice consultant, or transition specialist, our expertise aligns seamlessly with the needs of physician and dental clients.
Thinking of a client who might be a good fit? Click the button below to connect with Will Koster to determine how best to introduce your client to SDT.
