Home

 

Pure Advice

At Mission Financial Planning, dentists receive dentist-specific financial planning and coaching. 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 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 work with clients across the US, ranging from “just out of school” to those in retirement, and customize our services for every client.  

 

Most Recent Blog Post

couple-on-bike2.jpgWITH THE RECENT (NOVEMBER 2015) BIPARTISAN BUDGET ACT, SOCIAL SECURITY RULES HAVE CHANGED SIGNIFICANTLY.  THE ARTICLE BELOW WAS WRITTEN IN 2014, SOME OF THE STRATEGIES MENTIONED BELOW MAY NOW BE CONTINGENT ON YOUR AGE. 

With over 2700 rules affecting Social Security benefits, it’s likely that no one knows everything there is to know about Social Security.  Here are four foundational truths about Social Security:

Once you’re eligible, you can start Social Security in any month until you’re 70. While three starting times are quoted on your Social Security report, they are good for reference but are not your only choices.

Married couples do not have to take Social Security at the same time.  In fact, there are some great strategies that use different start dates to optimize benefits based on your priorities:  early cash flow, the survivor’s check, biggest monthly check or maximum benefits over a lifetime, for instance.

Our Company

We provide in-depth 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.

Subscribe to Our blog

Subscribe to our blog and get our posts sent straight to your inbox!

Subscribe

Our Accreditations

www.fpanet.gif   www.cfp_.gif  No_Product_Sales_black01.jpg

Website Design For Financial Services Professionals | Copyright 2016 AdvisorWebsites.com. All rights reserved