Who We Serve

We specialize in helping executives, physicians, dentists, and retirees navigate their financial journey with confidence and clarity.

 

A Customized Strategy for You

At Spaugh Dameron Tenny, we provide personalized comprehensive financial planning, wealth management, and retirement planning tailored to the unique needs of high-achieving professionals. Whether you're an executive, business owner, physician, dentist, or retiree, we help you make informed financial decisions, protect your assets, and build lasting wealth.

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Executives & Business Owners

High-level professionals and entrepreneurs face unique financial challenges, from optimizing compensation packages to business succession planning. We provide strategic guidance to help you manage your wealth, limit your tax liability, and secure your financial future.

Our services include:

  • Tax-efficient investment strategies

  • Stock options and equity compensation planning

  • Business succession and exit strategies

  • Risk management and asset protection

  • Legacy and estate planning strategies

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Physicians

As a physician, your demanding career leaves little time to manage complex financial decisions. From navigating student loan repayment to optimizing tax strategies and retirement planning, we provide specialized financial solutions to help you grow and preserve your wealth. Our services include:

  • Student loan and debt management strategies
  • Risk management and asset protection
  • Tax-efficient investment strategies
  • Retirement and wealth accumulation planning
  • Estate and legacy planning strategies
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Dentists

Running a dental practice comes with unique financial challenges. Whether you’re an associate, practice owner, or planning for retirement, we help you maximize your earnings and create a secure financial future. Our expertise includes:

  • Practice financial planning and growth strategies

  • Tax planning and wealth preservation

  • Insurance and risk management solutions

  • Retirement planning tailored for dental professionals

  • Succession and exit strategies

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Retirees

Retirement should be a time of financial confidence, not uncertainty. We help retirees create a plan that supports their lifestyle while preserving their wealth for future generations. Our approach includes:

  • Personalized retirement income strategies
  • Social Security and pension optimization
  • Investment management for long-term security
  • Medicare and long-term care planning
  • Estate planning and wealth transfer strategies
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Your Financial Future, Simplified

Wherever you are in your financial journey, we’re here to help you create a clear, confident path forward. Let’s build a financial plan tailored to your goals.

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