Introduction

Dear Readers,

Welcome to Your Financial Treatment Plan. Your Financial Treatment Plan is a blog I have established and will maintain to help address financial questions and issues as they relate to dentists. I will be adding new posts on a monthly basis, and more often if someone poses a question or something happens in the economy that I think it would be beneficial to address.

Right now, I would like to take this opportunity to introduce myself, and my firm. My name is Ted Schumann, II. I am a client service adviser with the DBS Companies. The professionals of the DBS Companies are in the business of helping dentists achieve their goals and improve the quality of their lives.


The DBS Companies are a one-stop financial services firm for dentists. The services we offer include:

• Dental Practice Brokerage and Appraisal
• Dental Practice Buyer Representation
• Monthly Accounting
• Tax Preparation and Planning
• Financial and Retirement Planning
• Fee-only Investment Advice
• Practice Management Consulting

In addition to these services we are also very proud to host our monthly study club, the TBTI Study Club. TBTI Study Club is held on a monthly basis and alternates in location between the Holiday Inn Gateway Centre in Flint, MI and Laurel Manor in Livonia, MI. We cover a variety of topics at the study club including associateships, retirement planning, effective scheduling, marketing and more.

I hope you find this blog interesting and insightful. I encourage you to consider myself, and this blog a resource for any questions you have that I may be able to address. If there is a topic that you would like me to address, please let me know.

Best,

-Ted Schumann II