Mercer Advisors helps thousands of dental practice owners around the country achieve financial success, security and freedom.
360° Planning®
The first goal of most doctors and their families is to reach economic freedom: the day they can work because they want to, not because they have to, while still enjoying their desired lifestyle.
360° Planning is Mercer Advisors' comprehensive economic freedom solution for dental practice owners that helps dentists achieve economic freedom by helping them with their economic needs in two areas:
Practice Optimization
Through year-round practice management consulting and use of Mercer Advisors' proprietary practice management software, OnTrack®, Mercer Advisors keeps practices on task to meet performance goals for growth and increased profitability.
Personal Financial Management
Mercer Advisors financial planners meet with dentists to learn about their current financial plans and their future goals. Then, using the increased profits from the practice optimization, create a customized personal financial and investment plan to accelerate the dentist's ability to achieve their goals and reach economic freedom.
Without a plan in place to reach economic freedom — and for most doctors, that plan must include at least one practice transition — doctors and their families live in some form of economic stress.
It's not necessary. If you know you will reach your goals and that your practice will be taken care of, you can have peace of mind today. You can save, spend, invest, even take vacations without worry. This is living in economic freedom.
360° Planning is an excellent resource for dentists looking to achieve economic freedom, recover from the economic downturn, accelerate their practice income as part of a strategic retirement plan, or just simply improve their practice and personal prosperity.
Learn more about 360 Planning at http://www.my360plan.net/, or by calling 877-MY360PLAN (844-8397).
Mercer Advisors Workshops
As a member of the Michigan Dental Association, we invite you to attend a Mercer Advisor educational workshop in your region. Mercer Advisors offers lectures specifically designed to help you plan for retirement, transition, children's education, living comfortably, and managing your portfolio in a volatile market.
If all you've ever known is economic stress, the switch to living in economic freedom can be a revelation. Living in economic freedom lightens the heart and adds to your enjoyment of life right now.
Mercer Advisors helps thousands of dental practice owners around the country achieve financial success, security and freedom.
360° Planning®
The first goal of most doctors and their families is to reach economic freedom: the day they can work because they want to, not because they have to, while still enjoying their desired lifestyle.
360° Planning is Mercer Advisors' comprehensive economic freedom solution for dental practice owners that helps dentists achieve economic freedom by helping them with their economic needs in two areas:
Practice Optimization
Through year-round practice management consulting and use of Mercer Advisors' proprietary practice management software, OnTrack®, Mercer Advisors keeps practices on task to meet performance goals for growth and increased profitability.
Personal Financial Management
Mercer Advisors financial planners meet with dentists to learn about their current financial plans and their future goals. Then, using the increased profits from the practice optimization, create a customized personal financial and investment plan to accelerate the dentist's ability to achieve their goals and reach economic freedom.
Without a plan in place to reach economic freedom — and for most doctors, that plan must include at least one practice transition — doctors and their families live in some form of economic stress.
It's not necessary. If you know you will reach your goals and that your practice will be taken care of, you can have peace of mind today. You can save, spend, invest, even take vacations without worry. This is living in economic freedom.
360° Planning is an excellent resource for dentists looking to achieve economic freedom, recover from the economic downturn, accelerate their practice income as part of a strategic retirement plan, or just simply improve their practice and personal prosperity.
Learn more about 360 Planning at http://www.my360plan.net/, or by calling 877-MY360PLAN (844-8397).
Mercer Advisors Workshops
As a member of the Michigan Dental Association, we invite you to attend a Mercer Advisor educational workshop in your region. Mercer Advisors offers lectures specifically designed to help you plan for retirement, transition, children's education, living comfortably, and managing your portfolio in a volatile market.
If all you've ever known is economic stress, the switch to living in economic freedom can be a revelation. Living in economic freedom lightens the heart and adds to your enjoyment of life right now.