Wednesday

Fee-Only Financial Planner for Dentists Video Presentation

Rick Epple presents the concept of fee-only financial planning. Learn the value of his fiduciary responsibility and how that focus provides substantial assurances in the guidance of your investments and overall financial future.

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Whether it is tax planning, life insurance coverage, stock portfolio allotment and all other ways dentists like you place your income and investments.

Rick's firm, Epple Financial Advisors is located in Wayzata, Minnesota. However, he works with dentists around the country on their goals for financial independence.

He knows most dentists have two main concerns: their financial future and choosing the right advisor. Everyone wants a financial advisor with ethics and integrity. Those characteristics are vital part of creating a successful plan.

According to Rick, "I want to be the financial advisor whose integrity and character would be make my own family members feel comfortable. And I want to help each client create enough wealth so that they have the resources to live a life with no regrets--the life they dreamed about."

View Rick Epples profile on LinkedIn

Read his latest Article - on the NDA website:

Besides being the founder and president of Epple Financial Advisors, he is also a founder of the Northern Dental Alliance and a member. In addition, he is a leader in the financial planning community. He serves on the Midwest Regional Board for the National Association of Personal Financial Advisors (NAPFA) and for a number of years was the Director of Career Development for the Minnesota Financial Planning Association.

As a qualified professional in the areas of retirement strategies and investments, Rick has been interviewed and contributed to articles in the Washington Post, Money Magazine, Kiplinger's Personal Finance Magazine, Parent's Magazine, NAPFA Advisor, and Fortune Magazine. Rick has also contributed to the Book "Just Give Me the Answer$: Expert Advisors Address Your Most Pressing Financial Questions".

Epple Financial Advisors
www.epplefinancial.com
1000 Twelve Oaks Center Dr., Suite 101
Wayzata, MN 55391
952-470-5049

1 comment:

  1. Fee-only financial planning for dentist sounds very interesting. I hope that those who are interested with this one could be able to join. By the way, thanks for sharing this article to us. It was very much appreciated. Good Luck and more power.

    Ashley

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