Jared Nelson CPA/PFS, and Shannon Blackmon, CFP® of Thomas Doll present a compelling case study of “Dr. Steve”, a dentist approaching retirement.

We use a Monte Carlo Simulation, a tool to help our dental wealth management clients confidently address the most pressing questions they face:

1.      How do I preserve my nest egg?

2.      What is the appropriate mix of stocks and bonds as I approach retirement?

3.      How do my business, real estate, and investment portfolios create income in retirement?

4.      What tax saving strategies are available as I transition from owning a practice to retiring?