Welcome to CBG & Company, Inc.

A dental specific financial consulting firm.

Here’s How CBG Can Help You:

Emerging Dentists

  • Establish long term financial goals
  • Effectively manage cash flow and debt
  • Develop sound financial principles for young professionals and families
  • Begin to invest for the future
  • Implement risk management strategies
  • Evaluate practice purchase opportunities
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Established Dentists

  • Investment accumulation strategies
  • Eliminate debt
  • Pension plan design
  • Minimize tax liabilities
  • Goal setting and tracking
  • Retirement income planning
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Exiting Dentists

  • Practice transition planning
  • Post ownership cash flow
  • Set appropriate investment risk
  • Insurance risk management
  • Estate analysis & legacy goals
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Financial Consulting Team

The Principals

Jim Clark

CPA, CFP®

Roy Bodinus

AIF, MBA

Dan Garwood

AAMS, MBA

Nick Catlin

CPA, CFP®, MBA

Meet our trusted team of advisors who will work with you throughout your financial journey.

Meet Our Team