As a busy dentist or specialist, we know that free time away from your practice is a precious commodity. Welcome to WealthCreation Atlanta. We work almost exclusively with dentists and specialists who have made the smart decision to delegate management of their financial affairs to professionals with a unique understanding of their needs and challenges.
We utilize the “WCA process” to make sure we are evaluating all your major financial areas creating economic efficiency where possible.
- In depth review of loans and debt reduction
- Evaluating missed business tax deductions and discovering new tax opportunities
- Know the truth about embezzlement and what you should do today
- Understanding why most investment strategies may limit the ability to grow your practice
Every dentist knows they should spend detailed time on their finances, but few seem to actually have the time to do it.
As a CERTIFIED FINANCIAL PLANNER, CLU, CHFC, RICP professional, we can provide direction and clarity. Call for a free consultation and learn what is possible.