Alternative Investing and Financial Planning for Dentists

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Whether you are a seasoned practice professional who has spent years doing everything you were told by traditional advisors only to be left wondering why you still feel so uncertain about your financial and "stuck" working longer than you wished, or... 

If you're a younger doctor who is seeking a better way to create financial security and legacy for your family... you are in the right place. You see, over the last 10+ years, I've had the privilege of working with hundreds of doctors and other professionals to help them:

1. Stop grinding it out on high income hamster wheel

2. Start creating TIME and Financial Freedom to do the things that they really care about 

All while securing their nest egg with real, tangible assets and positioning to win big in future market corrections. 

Unfortunately, these were all lessons I had to personally learn the hard way... 

Watch David's Story

I had laid out my entire life in advance. “I’ve got this—the sky’s the limit.”  Blessed with good intellect and a work ethic to boot.  Failure was not an option.  A perfect family.  A perfect life. 

But there I was.  Sitting on the small, vinyl, padded bench in Jenna’s hospital room. The IV machine humming, holding bags of fluids and meds, dripping into the tubes and through the needles that ran into her small and bruised hand.

Away from my busy and stressful dental practice, I had a lot of time to think at that hospital. All of the money I could earn—none of it mattered. None of it could make a difference.  I could only hope.

Hope and pray that Jenna would recover and I would get a second chance to be a father—a real father who would be present, not preoccupied with “stuff.” Would there be a day in the future when I could spend quality time with Jenna?

That’s when I finally reached my moment of truth: I would no longer practice dentistry.  

Fortunately for me, I had a financial “Plan B” that allowed me to pull the ripcord. (More on that in a moment).

You see… in my experience over the last 10+ years working with hundreds of professionals… 

Unfortunately, too many practitioners follow a traditional path to life and career - grinding it out on the hamster wheel for decades, waiting until a "retirement date" before they can truly start living the life of their dreams. 

But there is a better way. 

Which path are you on? Are you confident that you have a concrete plan to create financial Freedom in your life before a distant "retirement date"? 

Don't wait until the end of your career to prepare your future. 

Most professionals have no idea how to orchestrate capital and create cash flow. We’re often told to focus on our earning potential and "trust the professionals" with our investing. Most simply buy the Wall Street products – 401(k)s, stock equities, bonds, annuities, index funds, etc. 

We check the boxes, and wait, and hope. 

Unfortunately, that strategy has failed to create financial security for the majority. The markets go up and down. Every time they go down 20%, 30%, or even 50% (think 2008), it takes a long time to get back to square one.

That strategy fails to create sustainable, predictable cash flow to replace one's active (earned) income. 

Once capital is locked away in a retirement account, it cannot be used until some distant point in the future. What’s the point of working so hard to create wealth if it’s nothing more than numbers on a spreadsheet?

Fundamentally, the problem is this: 

Most financial planning is focused on creating financial freedom at some mystical point in the distant future (age 60+, often undefined). It's not uncommon for professionals to be told that they need to amass 6, 8 even 10M to retire.  The truth is, Freedom can be achieved with far less – IF you know how to orchestrate cash flow.

Here are just a few examples...