Dentists and Healthcare Professionals
Guiding the Financial Success of Dentists
& Healthcare Professionals
As a dentist or healthcare professional, your financial needs and goals are unique, requiring specialized attention and expertise. We are dedicated to providing tailored financial guidance that empowers you to achieve lasting success in both your professional and personal life.
We Work Best With Dentists & Healthcare Professionals Who Have:
- An Annual Income of $150K+ and/or Annual Practice Revenue of $800K to $5M
- A commitment to saving/investing
- A desire to leave a legacy, whether to family or charity
Does this sound like you?
Want to explore working together? Contact us to schedule a complimentary consultation.
We Can Help You With
Working with Rocky Mountain Financial Services provides numerous benefits for dentists & healthcare professionals including:
Clear Goals & Straightforward Plan
At Rocky Mountain Financial Services, we assist dentists and healthcare professionals in establishing financial objectives, devising tailored plans for success, and tracking ongoing progress. Our team will make the necessary adjustments to adapt to evolving circumstances.
Debt Management
Our assistance encompasses the creation of effective debt repayment plans and strategies to reduce interest expenses, creating additional cash flow. We provide guidance in managing various types of debt, including: student loans, practice loans, real estate loans and personal debt.
Business Planning
Our expertise extends to practice valuations, mergers and acquisitions, and succession planning for seamless transitions. We also help develop comprehensive business plans based on financial forecasts, cash flow analysis, and risk mitigation tactics.
Time Freedom
By entrusting us with your financial management, you gain the freedom to allocate your valuable time and energy to the core aspects of your practice, family, and friends, while we diligently handle the intricacies of your financial matters. Have peace of mind while we identify and develop strategies to minimize risks and protect the practice from financial losses.
Investment Strategies
Rocky Mountain Financial Services guides dentists and healthcare professionals in creating personalized investment strategies, taking into account your financial objectives, risk appetite, and timeframes. Our assistance includes choosing suitable investments and closely monitoring your performance to ensure continued alignment with your goals.
Tax & Retirement Planning
We assist you in devising tax-efficient strategies that maximize deductions and credits, reduce liabilities, and optimize retirement account contributions. Simultaneously, we can assist with selecting suitable retirement plans, estimating future expenses, and crafting the appropriate retirement income strategy tailored to your desired lifestyle.
Frequently Asked Questions
These frequently asked questions address various aspects of our financial planning services and how we cater to our clients’ unique needs. Didn’t find an answer to what you are looking for? Click the button below and reach out to us.
What makes RMFS different from other firms?
We transcend conventional financial planning by helping our clients achieve their goals and optimizing their wealth through effective allocation of existing and future resources. Our holistic planning approach ensures that each client receives a tailored experience far from the limitations of a “cookie cutter” process. As independent advisors, our allegiance lies solely with our clients, granting us the flexibility to employ the most suitable strategies for their specific needs.
Describe your planning process.
Our approach centers around understanding you, your business, your concerns, and your aspirations. We then devise a plan to attain your desired outcomes, while monitoring your progress, enabling you to concentrate on the core aspects of your business.
Can I keep my current advisor (i.e. financial planner, money manager, etc)?
Yes. Sometimes our clients have loyal relationships with an advisor and want someone to step in to evaluate a different area without disrupting what they have already accomplished. We are often able to step in and complement the planning that our clients and their advisors have achieved.
What type of clients do you work best with?
Our clients are driven individuals who embody integrity, honesty, and dedication to their family, friends, and associates. These clients appreciate the principles of sustainable wealth creation and protection, seeking the liberty afforded by financial stability. With over 25 years of experience collaborating with business owners, we possess the proficiency to assist them across diverse industries and growth stages, ensuring their long-term financial success.
How often do you meet with clients?
The development of a custom plan involves several initial meetings, followed by at least annual reviews, often more frequent. While we prefer in-person meetings, we accommodate clients with virtual options. We’re always available for phone calls to address challenges, concerns, or opportunities.
Their approach is very holistic We have been super impressed with Jerry Biegler and his firm, Rocky Mountain Financial Services. They have helped us with organizing our finances (i.e. life insurance, disability insurance, our personal retirement plan, and retirement plan for our practice, etc.).Their approach is very holistic. I do strongly recommend Jerry and his firm.
(current clients)
Our future is so much more secure now We are so grateful that we met Jerry Biegler and his firm. We don't know where our future finances would be if it wasn't for him and the services he offered. Neither of us comes from a financially wise family and we would just be floundering if it wasn't for the direction and help that Jerry has given us. Our future is so much more secure now. We have created a plan that will help us achieve our financial goals now and in the future. We couldn't recommend Jerry and Rocky Mountain Financial Services enough!
(current clients)
With his guidance we have been able to build wealth When we first met Jerry with RMFS in 2015, our financial outlook was in a state of disarray. In working with Jerry, he was able to help us in developing a customized plan of action to help get our finances under control, build wealth, as well as a comprehensive retirement strategy. Working with Jerry and Vicki at RMFS has not only been a pleasure, but has given my wife and I direction, confidence, and a sense of well-being with regard to our financial future. I would highly recommend RMFS to anyone looking to improve their financial position!
(current client)
*Clients listed were selected based on their willingness to say a few words about our firm. Each client’s experience and results will differ.
Why Choose Rocky Mountain Financial Services?
Our accomplished team brings together a rich blend of experience, expertise, and resources to adeptly address the financial hurdles encountered. Through providing impartial, objective guidance, we enable you to make astute financial choices, free from the influence of emotional biases.
Start Now
Ready to start feeling more confident about your finances and living your life to the fullest?
Let’s Turn Your Financial Dreams Into Reality.