Life is Complex,
we help make it simple

Whatever your LifeStones™ a CFP® Pro can help you reach
them sooner.

Talk to a CFP® Pro Today
If you aim at nothing, you will hit it everytime. - Zig Ziglar

Your financial life works better,
when everything works together.

We help dentists see the big picture and reach their goals.

Your Financial Life, Simplified

All of your investments, insurance, and other advisors should always work towards all of your goals. A CFP® Pro on our team can bring everything together on one page and help track your progress towards your goals.

A team that works with you

As a Dentist's needs are unique. Our team knows and understands the life of a dentist. In fact our CEO is married to a dentist. So if you need advice on the value of your practice or if you should buy that new cone beam just ask.

Be a Dentist

You worked hard to finish school and even harder running your practice and personal life. Take the next step and let LifeStone help you manage your wealth (or for new grads the lack of it) all without the hassle of high account minimums or high fees.

The full resources of a large, Multinational financial services firm with our industry leading insight

  1. Get a big picture view of your goals and financial life

    Sit back and tell us your story. How did you get started in dentistry? What matters most you? What are your personal and professional goals? We ask, you talk, we listen. Our Financial Check-Up™ starts with an in-depth review of your goals and the resources available to help get you there.

  2. Learn what it takes to reach to your goals

    A CFP® Pro on our team can help craft a Financial Treatment Plan™ that's unique as you are. We use the latest technology to make recommendations that are appropriate for you and designed to help you reach your goals.

  3. We manage and implement your plan

    Ready to start? It begins by transferring your accounts to Raymond James, changing the broker of record on existing benefits, and regular Financial Check-Ups™ We do the all work so you can get back to the things you love.

Get a Complimentary Financial Check-Up™

We make it easier to plan and prepare for
Life’s Significant Moments™

Stop playing guessing games with your goals.

Learn if you're in the confidence zone.

The Executive Summary gives you action items and summarizes your advice.

We believe that planning should be fun! That's why Play Zone™ makes it easy to try new possibilities.

Test what happens if your retire early, spend more on travel, or change other goals.

Many dentists count on the value of their practice to help fund financial goals. We show how different values impact those goals.

Working with our team of dental consultants we can often help grow your practice and increase your chances of meeting your goals.

Dentists who work with LifeStone Wealth Management get a visual summary of their progress.

We believe in accountability that's why at the end of each Financial Check-Up™ we record your recommended scenario so we can measure progress towards goals.

IMPORTANT: The projections or other information generated by Goal Planning & Monitoring regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. The return assumptions in Goal Planning & Monitoring are not reflective of any specific product, and do not include any fees or expenses that may be incurred by investing in specific products. The actual returns of a specific product may be more or less than the returns used in Goal Planning & Monitoring. It is not possible to directly invest in an index. Financial forecasts, rates of return, risk, inflation, and other assumptions may be used as the basis for illustrations. They should not be considered a guarantee of future performance or a guarantee of achieving overall financial objectives. Past performance is not a guarantee or a predictor of future results of either the indices or any particular investment. Goal Planning & Monitoring results may vary with each use and over time. The images and screenshots are reproduced from the Goal Planning & Monitoring financial planning software, ©PIEtech, Inc. Used with permission. All rights reserved.

Enjoy 29% More Retirement Income.
According to MorningStar, investors who work with
an advisor can expect 29% more income.

Retirement Income
without an Advisor
Retirement Income
with an Advisor
$85,000 $109,650
$140,000 $180,600
$195,000 $251,550
The average dentist salary according to is $152,262
and people currently need 85% of what they’re making for retirement.

Source: Morningstar studied the value of an advisor in the 2012 whitepaper “Alpha, Beta, and Now Gamma” They estimated that a retiree can expect 29% more income on “utility-adjusted” basis and can be can be achieved by anyone following an efficient financial planning strategy.

Talk to a CFP® Professional Today.

We provide financial advice to hundreds of dentists to help them approach their goals with confidence.

Talk to a CFP® Professional Today