Strategic cash flow analysis
Review and collaborate on tax planning
Analyze debt refinance opportunities
Equipment or building expansion
Review partnership and business agreements
Adding associates or partners
Buying or selling practice
Buy-sell Insurance
Key Man Insurance
Business Overhead Expense (BOE) Insurance
Review and optimize retirement plan based on goals
Competitive benefits package planning including 401K plan
Cash balance plan design
I was straight out of dental school and had no idea what I was doing from a financial perspective. I’ve been with SDT for 4 years, and I’ve since bought a practice, I found an Associate, I hired a CPA, I’ve had multiple practice loans for different equipment, and SDT has been instrumental in all of that.
At Spaugh Dameron Tenny, we take our role of helping our clients grow and protect their wealth seriously. We believe that a disciplined ...
Congratulations – you made it to the end! You are now a dental school graduate and a practicing dentist. Sometimes working in the real ...
By now, you may have seen the announcement from FedLoan Servicing or its official corporate name – the Pennsylvania Higher Education ...
For over 50 years, Spaugh Dameron Tenny has provided comprehensive financial planning for physicians and dentists in Charlotte, NC. In addition to providing personalized advice, we walk our clients through their options to help maximize finances and maintain financial security.
CRN202205-264045
4350 Congress Street, Suite 300 Charlotte, NC 28209
Office: (704) 557-9750
Fax: (704) 557-9670
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Securities, investment advisory and financial planning services offered through qualified Registered Representatives of MML Investors Services, LLC. Member SIPC. Supervisory office: 4350 Congress Street, Suite 300, Charlotte, NC 28209, (704) 557-9600. Spaugh Dameron Tenny is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
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