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We empower dentists to achieve financial freedom

Financial Planning & Investment Management for Dentists

Dentists typically have complex financial situations involving significant debt loads, practice management and ownership issues, investments, retirement plans, etc. 
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After helping hundreds of dentists from all across the country, Financial Freedom for Dentists LLC was established to be a place where dentists receive fee-only, comprehensive financial planning advice and academically researched investment strategies tailored to each client's unique situation.

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Should I pay down my debt or save money for my retirement?

Financial Planning & Investment Insights

EVIDENCE-BASED INVESTMENT MANAGEMENT

Among the variety of mutual funds offered clients is Dimensional Fund Advisors, a company that pioneered research and evidenced-based investment. 

ALLIANCES

Connecting you with Industry Leaders

to discover & ensure cutting-edge technology, services & support to each and every client.

Alliances
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Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training & experience requirements and are held to rigorous ethical standards. 

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Founded in 1981, Dimensional has a long history of applying academic research to practical investing. "We take a less subjective, more systematic approach to investing—an approach we can implement consistently and investors can understand and stick with, even in challenging market environments."

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Low-cost investment options that let you keep more of what's yours.  Vanguard investors own the funds that own Vanguard. No outside owners means no conflicting loyalties, which helps  keep costs low.

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 A brain trust and the leading professional association of Fee-Only financial advisors—backed by highest level continuing education & research. In the greater Seattle Area, only a limited number of advisors have qualified to be NAPFA Registered Financial Advisors.

 LIFE IS FULL OF CHANGES

Life happens.  Stock market downturns occur, unexpected expenses happen, revenues can increase or decrease, children may need more resources.

It is essential that your financial plan is up-to-date. Financial advisors remain responsive and proactive to help clients manage finances through life changes.

Life happens. Stock market downturns occur, unexpected expenses happen, revenues can decrease, children may need more resources.  It is essential that your financial plan is up to date.

Our financial advisors are responsive & proactively engaged with clients

to help them weather the storms.

Financial Planning Like Hygiene

Making sure your financial plan stays on track is just as important as your patients having their teeth cleaned every 6 months. For clients to reach their goals, effective financial planning & investment management is an ongoing process. We are responsive and proactively engaged with you to ensure your financial plan is up-to-date.

OUR VALUES

Trust

We take time to listen to you and understand your dreams and concerns.  As fiduciaries & and fee-only financial advisors, we provide advice which is always in your best interest. We do what we say we are going to do for you. 

Communication

We schedule regular meetings with you to update the advice which we have given you. We are very responsive to your questions and concerns, with customer service our top priority.

Expertise

We deliver financial planning advice specific to your situation.  We provide academically validated & evidenced-based investment management services. In addition, we assist you in implementing the advice which we provide. 

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CONTACT US

(425) 888-1911

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34627 SE Swenson Dr. Suite 100 Snoqualmie, WA 98065

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© 2020 Financial Freedom for Dentists, LLC

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Financial Freedom for Dentists LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Advisory services are offered through Financial Freedom for Dentists LLC, a SEC Investment Advisor.  Financial Freedom for Dentists LLC is not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Washington or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Images and photographs are included for the sole purpose of visually enhancing the website. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. The inclusion of any link is not an endorsement of any products or services by Financial Freedom for Dentists LLC. All links have been provided only as a convenience. These include links to web sites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another web site, you are subject to the privacy policy of that new site.  When you follow a link to one of these sites neither Financial Freedom for Dentists LLC, nor any agency, officer, or employee of the Financial Freedom for Dentists LLC warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.

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Advisory services are offered through Financial Freedom for Dentists LLC, a SEC Investment Advisor.  The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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