Planning
Doctors Approaching Retirement
50 or older? It's time to start planning for a successful retirement - we can help
Planning for Retirement
To achieve a secure retirement—you must plan for it. We’ll help you develop a personalized plan to guide you successfully through financial decisions impacting your retirement.
Our Team
Experienced advisors ready to partner in your success
You'll face more important decisions in the last 5 years of practice than at any other time in your career.
These are big decisions—often involving hundreds of thousands of dollars. Unfortunately, you probably don't have the time or the financial training to properly analyze the myriad of complex financial decisions required for your secure retirement.
We do - and we'll design a comprehensive retirement game plan with customization you can't find elsewhere. Don't risk your financial future by leaving important retirement decisions to chance.
"I have had the pleasure of knowing John McGill for over thirty years and I can truly say that he is one of the most brilliant business advisors that I have ever known. John is honest and is an expert in tax law, accounting, wealth building and business management. He has given me great advice on how to run my business, save money, reduce taxes, negotiate transactions, legal advice and estate planning. I am so fortunate to have had John as my most trusted advisor!"
Dr. Alton C. Bishop, Orthodontist
Your all-inclusive planning for retirement program is backed by our unconditional money-back guarantee - and is designed to help you:
You'll also receive follow up, as needed, throughout your year of service.
Looking for a road map to a secure and confident retirement? Contact Danielle Fitzgerald today.
Tax and Business Planning
Plan and protect your future and your family with a personalized game plan to ensure you reach your business and financial goals.
Beginning Your Career
New in practice? Approach your future with confidence.
Related Services
Transitions Consulting and Brokerage
Advanced preparation is essential—whether you're selling, adding an associate, bringing on a partner, merging practices, or pre-positioning for sale.
Learn MoreRelated Services
Investment Management
Our trusted advisors will help you implement planning recommendations and manage your money wisely to increase and protect your wealth.
Learn MoreNEWS/ALERTS
Coronavirus Resource Center for Dentists and Specialists
Articles, updates, and resources to help you successfully navigate the impact of COVID-19 on your dental or specialty practice and personal finances.
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