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As a complete, single-source advisory firm for the dental
profession, The McGill & Hill Group, LLC has developed
selected strategic partnerships with experts who specialize
in meeting the needs of today’s practitioner. A summary
of these partnerships is detailed below:
PenSys specializes
in the design, installation and administration of qualified
retirement plans. Doctors rely on PenSys for accuracy, timeliness
and stability as well as flexible, innovative plan design
for:
- 401-K Plans (Traditional, Safe Harbor & Class Allocation)
- Profit Sharing Plans (Traditional & Class Allocation)
- Money Purchase Pension Plans
- Defined Benefit Pension Plans
- Cafeteria Plans
Choosing the best retirement plan for your business may
be one of the most important decisions you ever make. Whether
you have one employee or many, retirement plans are fast
becoming a key part of any total compensation package. The
kind of plan you choose can have important implications for
your business tax bill. Their consultants can help you make
the best choice for your business.
More than 1,100 clients rely on PenSys to deliver the highest
quality services at competitive fees. Unlike some third-party
administrators, they work with clients on an individual basis
which allows them to provide service that is second to none.
PenSys’ retirement plan specialists possess the knowledge
to address every plan’s changing needs. They strive
to assure that your plan is implemented smoothly and that
their specialists will be available to provide continuous
support. For a complimentary retirement plan analysis, email
the offices on PenSys in Charlotte, NC.
PenSys, Inc.
Jason Arnold, Regional Manager
Lake View Professional Building
8816 Red Oak Blvd. Suite 120
Charlotte, NC 28217
Phone: 888.440.6401 Fax: 704.357.0903
www.pensysinc.com
jason@pensysinc.com
As the investment world becomes more volatile and complex,
the need for professional advice to coordinate your finances
is more important than ever. Select
Consulting, Inc. caters to affluent professionals and
small business owners by providing sophisticated investment
strategies and high quality wealth management services. Through
their Wealth Builder program, they take an all-encompassing
approach to your investments and financial well-being.
The mission of Select Consulting, Inc. is to provide customized,
high quality, unbiased investment advice on a fee-only basis
that meets the client’s specific goals and objectives.
Their investment philosophy is based on well-designed asset
allocation strategies to minimize risk through proper diversification
by asset class, sector, manager and investment style.
As a Registered Investment Advisor, Select Consulting believes
in exceptional service and a team approach to taking care
of client needs. Client relationships are designed to include
several professionals knowledgeable about your investment
accounts and available to serve you and your individual needs.
Their customized services include:
- Design of Investment Strategies – Designing an
investment strategy for each of your accounts and blending
your accounts into a coordinated strategy.
- Controlling Investment Risk – Recommending specific
strategies based on your individual needs and circumstances
to maximize diversification and minimize risk.
- Investment Tax Planning – Proper tax and financial
advice to dramatically cut taxes on stock gains by sophisticated
tax loss harvesting and charitable giving strategies.
- Asset Allocation - Development of a diversified multi-asset
class portfolio for your investment assets based on factors
such as your investment time horizon, risk tolerance, and
security type preference.
- Quarterly Performance Reporting – Quarterly measurement
reporting that document the results of your asset allocation
models for the most recent quarter, year-to-date, and since
inception.
Don't trust your financial future to just anyone. Partner
with experts who understand the unique needs of today's doctor.
Working with qualified professionals who are committed to
your satisfaction gives you the best opportunity to achieve
your financial goals.
Select Consulting, Inc.
Robert V. Sytz, Jr., CPA, CFP
Lake View Professional Building
8816 Red Oak Blvd. Suite 260
Charlotte, NC 28217
Phone: 704.426.6100 Fax: 704.426.6200
www.sconsulting.net
SCI@sconsulting.net
Elliott Davis provides a wide range of accounting and CPA services, with a division dedicated to serving the dental profession. Most important, they have a keen understanding of numbers, a gift for explaining what they mean, and a sincere interest in your success. Services include:
- Full financial reporting and statement preparation including
compilation, auditing and reviewing
- Cash flow statements
- Budgeting and projections
- Full bookkeeping services including monthly, quarterly
and annual statements
- Quarterly payroll taxes
- General ledger maintenance
- Corporate, partnership, fiduciary and individual tax
return preparation
- Tax planning, including reviewing your tax position
and recommending ways to achieve maximum benefits
By combining a full-services approach to your needs with
a working knowledge of the financial issues of the dental
practice, Elliott Davis provides a superior level
of financial reporting and consulting services to you, the
doctor. These services complement those of The McGill & Hill
Group and enhance our commitment to being a valued, seamless
resource for all your financial needs.
Elliott Davis, PLLC
Robert “Bo” Elliot, Jr., CPA
Lake View Professional Building
8816 Red Oak Blvd., Suite 100
Charlotte, NC 28217
Phone: 704.333-8881 Fax: 704.333.2905
www.elliottdavis.com
mbusbin@elliottdavis.com
Dr. Charles Blair is a former successful practicing dentist
who now provides consulting services to the dental industry
on a full-time basis with Dr. Charles Blair & Associates,
Inc. in Mt. Holly, North Carolina. A graduate of Erskine
College, he earned his Doctorate at the University of North
Carolina at Chapel Hill. Dr. Blair holds degrees in Accounting,
Business Administration, Mathematics and Dental Surgery.
Also an author, he has written the E-Z Tax Cookbook and
co-authored Marketing for the Dental Practice and Employing
Family Members in Your Dental Practice: A Tax Bonanza! In
addition he has published numerous articles in various dental
magazines. Dr. Blair is a nationally recognized speaker for
national, state and local dental groups, study clubs and
other organizations. He offers leading-edge presentations
in the business/finance arena of dentistry. Dr. Blair's extensive
background and expertise make him uniquely qualified to share
his wealth of knowledge with the dental profession. His services
include:
• Revenue Enhancement Program
• Profits Plus Workshop
• Strategic Planning
• New Dentist Coaching
Dr. Charles Blair & Associates, Inc.
547 Highland Street
Mt. Holly, NC 28120
Phone: 704-827-6295 Fax: 704-822-3142
www.drcharlesblair.com
charles@drcharlesblair.com
ImageMark Business Services, Inc. offers marketing and print-related services for doctors and other businesses. They specialize in highly customized direct mail campaigns for dental professionals looking to increase their return on their marketing dollars. Their proven services are designed to help connect you one-to-one with potential patients in order for your practice to grow and operate at optimal capacity.
ImageMark Business Services, Inc.
150 W. Eighth Avenue
Gastonia, NC 28052
Phone: 704.865.4912 Fax: 704.854.9199
www.imagemarkonline.com
info@imagemarkonline.com
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