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 401(k) 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.
You have likely experienced at least one — but probably more — unexpected financial emergency: a broken HVAC unit, an auto accident, a ...
There’s no question that the economy is confusing right now. On the one hand, unemployment is low, earnings are up, and our homes are worth ...
According to the American Council of Life Insurers, permanent insurance is the most common type of life insurance purchased in the U.S. ...
For over 50 years, Spaugh Dameron Tenny has provided comprehensive financial planning for physicians and dentists across the U.S. In addition to providing personalized advice, we walk our clients through their options to help maximize finances and maintain financial security.
CRN202504-2210151
4350 Congress Street, Suite 300 Charlotte, NC 28209
Office: (704) 557-9750
Fax: (704) 557-9670
Copyright @ 2022 | Site managed by LAIRE
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.
→ Check the background of your financial professional on FINRA'S Broker checkPrivacy Policy
Copyright @ 2021 | Site managed by LAIRE