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Pure Advice

At Mission Financial Planning, our specialty is financial planning for dentists.  We’re “fee only” advisors in the purest sense; we charge a flat, reasonable fee (no asset-based or income-based fees) and don’t sell products. We believe this helps us provide better coaching and advice to you, our client.

 

In-Depth Planning

Mission Financial Planning takes a comprehensive approach, addressing both personal and practice finances. We address budgeting and cash flow, debt management, tax planning, education funding, insurance and investment review, transitions, retirement and estate planning.

 

It’s All About You

We get to know you and your practice from a financial perspective. We look for ways to fix gaps and solve problems, and make sure you're on the right path. We have worked with clients in 24 States, ranging from “just out of school” to those in retirement, and customize our services for every client.  

 

Most Recent Blog Post

A convenient truth of a 4% withdrawal rate in this market is that dividends and bond income will come pretty close to covering it. However, once you start withdrawing more than the income the portfolio can predictably produce,  you are relying on growth to fund your spending.

Our Company

We provide in-depth fiduciary financial planning and advice to dentists of all ages, across the U.S. Our services include personal and practice cash flow planning, debt management, financial implications of practice transitions, education funding, insurance assessment, estate planning and the financial "how to's" of retiring.

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Our Accreditations

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