Accelerate Your Success: Discover How Our Stress Testing Ensures Smarter Decisions and Optimal Outcomes with Less Effort
Family Fortunes
Tim McNeely, CFP, CIMA, CEPA
Personal CFO to Dental Entrepreneurs
Your dental business is more than just a business; it's a vital part of your family's legacy. I believe you deserve the peace of mind that comes from knowing your family fortune is on track to achieve everything you want it to—both now and for succeeding generations far into the future.
Harness the power of smart financial succession planning and implement the best practices of the ultra-wealthy. You will be better equipped to make decisions that can create family unity, uphold your family’s values and make a positive impact on the world—across generations.
Sign up now for the tools that will help optimize your financial world.
1. YOUR STRATEGY CALL
Our strategy call will evaluate whether the financial succession planning that has been done (or is being considered) will perform optimally in different scenarios and deliver the results you desire—while ensuring you are not missing any meaningful opportunities. We can help you be confident you are making smart decisions and confirm you are working with truly capable professionals
2. YOUR COMPLIMENTARY COPY OF
FAMILY FORTUNES
Family Fortunes provides a rare glimpse into the world of ultra-wealthy families and the ways they preserve and grow their family enterprises while promoting family harmony across generations. If you are committed to building the success of your family enterprise both today and over the coming decades, Family Fortunes is for you
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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