A dental-specific firm is vital because it offers tailored, strategic guidance based on deep industry-specific knowledge—a necessity general advisors lack. By providing comprehensive and integrated services, these firms maximize the dentist's profitability and retirement savings while expertly managing complex business issues like transition and exit planning. This specialized support allows the dentist to focus exclusively on clinical care, knowing the financial health of both their practice and their personal wealth is strategically managed.

Some people decide to do their own financial planning, but you may want to seek help from a Certified Financial Planner® professional if you:

• Want to better manage your finances.
• Want to create a financial plan to help you see the big picture and set long-term and short-term life goals. When you have a financial plan, it's easier to make financial decisions and stay on track to meet your goals.
• Don't have sufficient expertise in certain areas such as investments, insurance, taxes, or retirement planning.
• Have an immediate need or unexpected life event.

We seek practice-owning dentists and specialists who want to build a long-term relationship and are committed to a team approach in working toward their financial goals.

We work with individuals and families who have:

• Yearly collections over $900,000
• Minimum income of $300,000
• Must be exceptional, accomplished, coachable, and committed to their field

Imagine a practice where clinical mastery meets financial brilliance. At Four Quadrants Advisory, we empower exceptional dental and specialist practice owners to not only elevate their income but to architect a legacy, freeing them to focus on what they do best: transforming smiles, while we transform their financial futures.

Our team of CPAs, CFPs, staff accountants, financial planners, and more all work together under one roof to ensure success for each client with our comprehensive plans that are uniquely tailored to match your practice.