Beyond Investments

A retirement roadmap built for dentists.

At Catalyst Retirement Advisors, we specialize in serving the retirement planning needs of dentists, orthodontists, oral surgeons and other dental professionals. Whether you are just out of school and looking for a tax-favored savings plan or transitioning into retirement and exploring transition strategies for your practice, we work with you to address the unique financial challenges and opportunities you face in your profession.

Our advisors are dedicated to consulting with dental professionals and their families on all aspects of their financial lives. We understand the close connection between your personal finances and your practice and provide targeted strategies to help you make smart financial decisions at every phase of your career, from startup through retirement. And as a fee-based firm, you can be confident that we work with the interests of the client in mind.

Funding your retirement is likely to be the largest expense in your life. And due to the educational and training requirements of your profession, you have fewer years in the workforce for your retirement savings to compound. Add to that the burden of student loan debt, higher taxation and the liabilities associated with owning a practice. By partnering with us, you gain a trusted advisor who knows your business and helps you structure your financial affairs into one comprehensive retirement roadmap.

We offer a wide variety of retirement planning services tailored to dental professionals:

  • Comprehensive retirement planning consulting
  • Investment portfolio design
  • Tax-favored retirement plans such as Roth IRAs, Traditional IRAs,                                             SIMPLE IRAs, SEP IRAs and 401(k) Plans
  • Practice transition strategies
  • Retirement distribution strategies
  • Disability, life and long-term care insurance