|Rick Epple, CFP®|
Candidates were selected to the list based upon knowledge and experience, geography, and in good standing with no disciplinary action against them through the Securities and Exchange Commission, Certified Financial Planner Board of Standards Inc., and Financial Industry Regulatory Authority.
dentists including as a founder and member of the Northern Dental Alliance (www.NorthernDentalAlliance.com). “Our dental alliance was conceived as a resource for dentists. Each member was looking for a way to attain long-term and overall success for our dentist clients.
Personally, I wanted to both assist dentists in achieving their personal financial goals and have the resources readily available to enhance the business and professional side as well. Linking with dental experts in many areas makes that possible.”
Epple Financial Advisors provides comprehensive, Fee-Only financial planning and ongoing wealth management services for families, small business owners and dentists who are looking to delegate some level of responsibility for managing their financial affairs.
Simply, Epple Financial Advisors help our clients achieve financial independence quicker than they would on their own.
About Rick Epple CFP®
My focus as a Certified Financial Planner is to help business owners reach their personal and financial goals, and this blog will provide objective information on a wide variety of related topics, from goal setting to estate planning.
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- Dick is also a Northern Dental Alliance Member