CBG offers a perspective that addresses each element of our clients financial lives. Both personal and practice financial decisions are cross-referenced against each other to ensure your well being. Once your personalized financial plan has been designed, our relationship has just begun. This relationship allows us to assist you in the execution of your plan through ongoing monitoring and adaptation as the years unfold.

Like 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. 

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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