Wealth Management for Dentists

Helping Dentists Achieve Financial Success

At Kampstra Wealth Management, we understand that as an independent dentist, your financial landscape is intricate and multi-faceted. Your practice isn’t just your livelihood; it’s a significant part of your financial portfolio. Balancing patient care with business operations leaves little time for intricate tasks like financial planning, retirement planning and investment management. That’s why it’s crucial to align yourself with a firm that specializes in dentist wealth management and dentist retirement planning.

Our wealth advisory and retirement planning advisory firm is committed to delivering personalized financial solutions. We’ve guided dental practitioners and their families in making sound financial decisions from the outset of their careers. Our team is not only skilled in wealth management for dentists but also proficient in setting up and maintaining workplace retirement plans, a vital asset for any thriving practice. We serve a diverse clientele, including both independent and corporate dental practices. Our reach has expanded into other industries, thanks to the trust and referrals from our long-standing clients.

Here’s how we can support you at every stage of your dental career.

Talk with us about optimizing your wealth management plan.

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Wealth Management and Financial Planning for Dentists At All Stages

Starting your dental career is an exciting yet challenging time. You’re possibly navigating student loan repayments, pondering retirement savings options, and perhaps even laying the groundwork for your own practice. At Kampstra Wealth Management, we help you establish a robust financial and tailored dentist retirement plan. These plans are not static; they evolve. We regularly review and update them to align with any changes in legislation, tax codes, and your personal circumstances. This proactive approach lets you concentrate on growing your practice and enjoying life’s important moments.

New Dentist and Dental Office Wealth Management

Wealth Management for Dentists and Dental Offices

If you’ve been in the dental field for a while, you’re likely engaged in the daily grind, from patient appointments to administrative duties. Often, you’re so busy that your financial goals may have taken a backseat. Whether you’re looking to update an existing financial strategy or initiate a new one, we’ve got you covered. We’ll help you adapt your financial plan to meet your current and future needs, which may include adding a Cash Balance Plan, planning for eventual retirement, or even preparing for the sale or transition of your practice. Our expertise in dentist investment management is designed to keep you financially secure and aligned with your objectives.

Retirement may seem distant, but it’s a phase of life that requires careful planning. As you near this stage, you must make important decisions about your dental practice and post-career lifestyle. We work closely with you to ensure a smooth transition. Strategies may involve the sale or succession of your practice, managing retirement cash flow, optimizing investment account distributions, and tax minimization techniques. Our comprehensive approach to retirement planning for dentists ensures you’re well-prepared for the next chapter in your life.

Wealth Management for Dentists by Kampstra Wealth Management in Gettysburg, PA

When it comes to financial management for dentists, the choices are plentiful. Our unwavering commitment to personalized service and meticulous attention to detail sets Kampstra Wealth Management apart. We’re more than just financial advisors; we’re partners in your financial journey. Whether you have a question about investment options or need clarification on tax implications, we’re just a phone call or email away.

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Learn more about Kampstra Wealth Management. Use FINRA's BrokerCheck to make informed choices about brokers and brokerage firms-and provides easy access to investment adviser information.

We’re established and active in our community.

The Central Pennsylvania region is our home too and we regularly participate in programs and projects to improve the overall quality of life.

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Address

37 S. 5th Street
Gettysburg, PA 17325

Phone (717) 334-0097
Fax (717) 334-9203

Email

info@kampstra-wm.com

Securities offered through Osaic Wealth, Inc. Member FINRA/SIPC. Advisory Services offered through Osaic Advisory Services, LLC (Osaic Advisory). Osaic Wealth and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth and Osaic Advisory.

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