IPA Dental Financial Planning

TPG’s specialty dental division, member company IPA Dental Financial Planning, assists dental professionals with nearly all of their financial matters. From investment advice to complex business, pension and estate planning, to benefit strategies for their practices, TPG has it covered. TPG and IPA are in the unique position of being able to understand the specific needs and challenges that face dentists and their practices today.

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Dentistry is an ever changing industry that is becoming more dynamic, and to some, confusing. Practices are getting larger and dentists find themselves playing two roles: dentist and business manager. Because of this, it’s hard to know where to go to get advice for not only your individual life, but for your practice and employees as well.

At The Partners Group and member company IPA Dental, we understand. We have been uniquely serving the needs of the dental field since 1995. To meet the individual needs of dentists, IPA begins by working with you to set and quantify both your personal and practice objectives, which leads to the development of a comprehensive set of plans. These plans aren’t just our latest idea or based on a fad; rather, they are steeped in simulations, forecasts and projections that use a varying set of assumptions. These plans create the framework to help you make all of your financial and practice decisions. Once we implement the plan, we continually monitor and report your progress toward your short and long-term goals. We’ll discuss new opportunities and we’ll only make recommendations for change if it is truly in your best interest.

We also can help with the benefit plan design and employee retirement plan programs that many dentists want to offer to their employees, but find it confusing and hard to navigate. Not only do we work with you to find the benefit strategy that works for your practice and employees, we think about how that affects your personal plan and goals. By working with The Partners Group and IPA Dental, you are getting the most comprehensive and holistic solution for your life and business.

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