As a Dental Professional, you work hard to provide patients with the perfect smile. Focused on serving others, it is easy to overlook protecting the assets you have worked so hard to build. Our Risk Management Check-Up will verify your level of risk of personal risk, as well as those of your practice, protecting your income, assets, and planning for unexpected expenses. Our team plugs any gaps that might exist to ensure you remain financially on track to reach the goals you and your family deserve.
For many Dental Professionals, investment into years of schooling and hard work lead to building a prosperous practice. As your income and the value of your practice grows, so does your net worth. Our Wealth Management Check-Up will verify alignment of your personal/professional assets with your personal/professional goals, maximizing opportunities to increase your wealth along the way.
Exposure to legal issues are a big part of a dental practice. The more your practice grows, the bigger target you and your assets become. Our Legal Fortification Check-Up ensures protection of your assets from unscrupulous attorneys today, and the efficient transfer of your practice and estate in the future.
Taxes are a burden that increase as your practice and income grow. You need a tax team that explores every tax strategy possible to reduce taxes in systemic ways, not simply to tell you what you owe each year. Our Tax Shielding Check-Up is designed to ensure you are efficiently and effectively winning the tax game personally and professionally so you can focus on the important work you do for others.
Ensign Partners has provided our business, MS Dudley Development, with peace of mind and invaluable expertise in many areas of our daily business functions. Working alongside Ensign is an incredible opportunity that we needed both professionally and personally. Together we are putting our financial, as well as personal, goals on track. We are able to work with not only financial planning experts, but tax experts, law experts, technology experts and just a friendly, trustworthy group of folks interested in our future. As my husband said, "Why didn't we find them twenty years ago?" Thanks, Ensign! –
Our manufacturing business in Chandler has grown rapidly over the last decade. As a result, we have added employees and grown a very nice business that we want to pass on to our son. When introduced to Ensign, we were thrilled with the concept of getting integrated advice. As we consulted with their tax, legal, insurance, financial, benefits and tech personnel, they identified ways for us to become more efficient and save money. We were able to reallocate those assets into other much needed services their inhouse team offered as well. Most of all, we love that the people at Ensign know us personally and we enjoy spending time with them in the office and at their fabulous events. As for transferring the business to our son? The plan is being developed and we could not be happier that Ensign will help us every step along the way!
I did not go to school to study money…I studied medicine. Yet all my working life I have been making choices about money. The hard part has always been getting good advice to make the right decisions. I am so grateful that we got referred to the professionals at Ensign Partners. In a few short months working with them, we have upgraded our investment strategies, audited and upgraded our insurance portfolio, completed our estate planning documents and engaged in tax savings strategies with their CPA team. Now we are getting another opinion on our benefits too. What a difference integrated advice makes! We feel blessed that a friend introduced us to Ensign Partners and we have already introduced them to others!