Do You Have the Right Financial Plan? Get a Complimentary Second Opinion Today!
Think Your Financial Plan Is Dialed In?
Let’s Put It to the Test—With a Complimentary Second Opinion
Most high-income dental entrepreneurs don’t realize their plan has costly gaps—until it’s too late. In just 30 minutes, we’ll help you find out if your strategy is truly working… or quietly working against you.
- Spot hidden risks that could derail your exit or retirement timeline
- Unlock overlooked tax & investment strategies to grow after-tax wealth faster
- Gain clear, personalized next steps—even if you’re not ready to switch
- No pressure, no pitch—just objective clarity
Book Your 30-Minute Exploratory Call Now!
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Meet Tim McNeely
You’ve worked hard to grow your practice—now let’s help your wealth work just as hard.
As a CFP®, CIMA®, and CEPA®, I specialize in helping dental entrepreneurs optimize their financial strategy, reduce taxes, and create a clear path to long-term success. Whether you’re improving cash flow, planning an exit, or just want clarity, I’m here to guide you.
What You’ll Gain in Your Free Call:
- Clarity on your current financial position.
- Insights into blind spots that may be costing you.
- Next steps to help you move forward with confidence.
- No pressure. No sales pitch. Just valuable insights.
STILL GOT QUESTIONS? WE GOT YOU!
Frequently Asked Questions
How do I know if this is right for me?
If you’re a high-income dental entrepreneur who wants clarity on your financial strategy, tax-saving opportunities, or long-term wealth goals, this call is for you.
Can I attend virtually?
Yes! All calls are conducted via Zoom for your convenience. You can join from anywhere, no travel required.
Can I bring my spouse or partner?
Absolutely. If you make financial decisions together, it’s best for both of you to be part of the conversation.
When does this start?
You can book your 30-minute call right now! Just select a time on my calendar that works best for you.
Do I need to prepare anything for the call?
No preparation is required, but if you have specific questions or concerns, feel free to bring them!
What happens after the call?
After our conversation, if we both feel there’s a good fit, we’ll schedule a Discovery Meeting to take a deeper dive into your financial strategy. If not, you’ll still leave with valuable insights and recommendations to help you move forward with confidence. Either way, this call is designed to give you clarity on your next steps.
Proud to Be in Bakersfield, California
Empowering Dental Entrepreneurs & Executives Nationwide
Tim McNeely. CFP, CIMA, CEPA
818-534-4949
tim@timmcneely.com
© The Dental Exit Institute, The Dental Wealth Alliance, Dental Wealth Nation, and The LifeStone Companies - All Rights Reserved
This material is intended to be used for educational purposes and does not constitute a solicitation to purchase a security or investment advisory services.
Some material on this site has been researched and prepared by BSW Inner Circle and its affiliates, CEG Worldwide, LLC and AES Nation, LLC. Timothy J McNeely has retained AES Nation to conduct research and prepare informational materials for his use. Mr. McNeely is a member of CEG Roundtable and pays an annual fee for these services. Mr. McNeely is involved in these activities and they are outside business activities.
The information provided is intended to be educational in nature and not advice relative to any investment or portfolio offered. The views expressed reflect the opinion of the writer based on data available as of the date this book and is subject to change without notice. This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. This is not intended to be used as a general guide to investing, or as a source of any specific recommendation. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation.
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