Supporting Dentists Through Every Stage of Life
Whether you are a newly graduated dentist, established in an active practice, or planning to sell your business and retire in comfort, The St-Georges Group has an integrated wealth management solution for you and your family. Our team understands that different stages of life and business require different approaches to managing debt and cash flow, maintaining adequate insurance, investing in the future, and planning for what’s next. With over 20 years of helping dentists grow and protect their practices, we are well-equipped to help you reach your financial milestones and secure your family’s future.
At the Beginning of Your Career
As a newly graduated dentist, you likely have concerns about managing debt or how to start your practice with limited financial resources. Now that your many years of education are complete, you may also want to get married, purchase a home, start or expand your family, and save for the future.
Getting started can be a tough part of building a successful business. We will evaluate your current financial situation, discuss your goals, and develop a plan that suits your needs as well as your family’s needs. As your business and your family grow, we will work with you to adapt your wealth management strategies accordingly.
Some of the expertise we can offer you include debt management, cash-flow budgeting, corporate structure planning, insurance planning, tax planning.
At the Beginning of Your Career
As a newly graduated dentist, you likely have concerns about managing debt or how to start your practice with limited financial resources. Now that your many years of education are complete, you may also want to get married, purchase a home, start or expand your family, and save for the future.
Getting started can be a tough part of building a successful business. We will evaluate your current financial situation, discuss your goals, and develop a plan that suits your needs as well as your family’s needs. As your business and your family grow, we will work with you to adapt your wealth management strategies accordingly.
Some of the expertise we can offer you include debt management, cash-flow budgeting, corporate structure planning, insurance planning, tax planning.
When You Operate an Established Practice
Operating a successful practice can be a lot of work. The strategic wealth advisors of The St-Georges Group can help you make important decisions for your business and your family.
Whether you are considering expanding your practice, purchasing a larger home, investing in your children’s education – or all three – we help you make well-informed decisions that enhance your wealth and secure the future of your business and your family.
Our team works with you to:
When Retirement Is on the Horizon
When retirement is in sight, you want to make sure you’re on track to achieve your goals, protect your family’s interests and enjoy your future life comfortably. Your children may be grown, your parents may need extra care, and you may be thinking about how you can enjoy your hard-earned money and leave a legacy. Our team will simplify the management of your estate and give you the peace of mind of knowing that everything and everyone is taken care of.
We will help you:
An Integrated and
Simplified Approach to
Wealth Management For
All Stages of Your Life
You dedicate your life to caring for others.
We take care of you from graduation to retirement.
We simplify your life by offering you everything you need – all in one place. Our strategic wealth advisors consider all factors related to your life, your business, your family, and your future goals and dreams to propose the best wealth management strategies that suit you best.
You dedicate your life to caring for others.
We take care of you from graduation to retirement.
We simplify your life by offering you everything you need – all in one place. Our strategic wealth advisors consider all factors related to your life, your business, your family, and your future goals and dreams to propose the best wealth management strategies that suit you best.
An Integrated and Simplified Approach to Wealth Management For All Stages of Your Life
You dedicate your life to caring for others.
We take care of you from graduation to retirement.
We simplify your life by offering you everything you need – all in one place. Our strategic wealth advisors consider all factors related to your life, your business, your family, and your future goals and dreams to propose the best wealth management strategies that suit you best.
