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    Premium Content: Concerned about your financial health?

    Consider seeking a second opinion

    Worried? Frustrated? Overwhelmed? Immobilized?

    You may have had one or several of these reactions to the economic downturn of the past few years or as you think about selling your practice in the next few years. You might be asking what your next steps should be. Maybe you don’t have a financial advisor, or if you do, you might wonder if your current plan—or advisor—is really the best for you.

    Financial health is like your physical health.

    If you take good care of it, you’re more likely to have a healthy future. Even when you get regular advice from an experienced professional, whether a doctor or financial advisor, you sometimes can benefit from a second opinion. In today’s uncertain economy, a fresh perspective from the team at LifeStone Wealth Management could be exactly the second opinion you seek.

    Demystify financial affairs in only two meetings.

    We have developed a simple, elegant wealth management process for busy dentists just like you. In just two meetings you’ll have a better foundation from which you can feel empowered to take control and make better decisions, whether you choose to utilize our services in the future. Call Tim today to schedule a complimentary initial consultation at 855-346-9729.

    Tim McNeely, CFP, CIMA
    Tim has spent his entire working life as a financial advisor but the only that that really matters is meeting his wife, Dana Yeoman ...

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