CBG is a dental specific financial planning, investment, accounting, tax, and consulting firm. You give 100% every day to ensure your patients receive excellence in comprehensive dental care. Do you have an advisor who understands all the issues you face each day as a dentist and business owner? While you are focusing on the clinical side of dentistry, who is working on your business and financial decisions to ensure they are moving you toward your goals? CBG offers a solution.
A unique combination of financial planning experience and knowledge of the dental industry allows us to craft a plan that will offer solutions to problems and capitalize on opportunities of owning a dental practice while keeping an eye on your long term personal goals.
CBG offers a perspective that addresses each element of its clients’ financial lives. Both personal and practice financial decisions are cross referenced against each other to ensure a seamless alignment of our clients’ financial well being. Once your personalized financial plan has been designed, our relationship is not over. An ongoing partnership with you allows us to assist you in the implementation of your plan along with monitoring and adaptation as the years unfold.
Not unlike your doctor/patient relationships, we are committed to a long-term partnership to ensure you stay on top of your financial health.
We think you will find our extensive experience with dentistry a welcomed addition to your team. Thank you for considering us to help you shape your future!