A Best Financial Advisor for Dentist 4 years in a Row! -


I'd love to speak at or host your dental event! To be honest, hosting and speaking are my favorite things to do, and it's great to connect and educate your membership.

Tim is often asked to speak at Dental Society events, Dental Schools, or other events.

Some of his presentations include:

  • When is the Right Time for Me to Buy a Dental Practice?
  • Building and Funding a Retirement Plan
  • Transition Strategies for the Retiring Dentist
  • Top 10 Year End Tax Strategies for Dentists*
  • And many others.

Depending on your needs custom presentations can also be created.

*Raymond James does not provide any legal or tax advice.

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