Holistic services designed for the investor’s lifecycle…

Wealth Accumulation

The wealth accumulation phase involves helping our clients build their investable financial assets. As they approach retirement, we adjust their investment strategy to reflect their changing risk tolerance and financial needs.

Our wealth accumulation solutions include:

• Proprietary Risk Tolerance Assessment
• Tax-Optimized Transition of Assets
• Active / Passive Investment Strategies
• Growth-Focused Investment Strategies
• Direct Indexing and Tax-Loss Harvesting
• Environmental, Social, and Governance (ESG) Investment Options
• Socially Responsible Investing (SRI) Options

Income Planning and Distribution

During the income planning and distribution phases, we help our clients evaluate their available income sources for retirement and begin to strategize on how to optimize and structure income withdrawals to last a possible 20- or even 30-year-long retirement. It is during the planning and distribution phases where we work to position assets to minimize future income tax liabilities, offset inflation, and place a portion of assets in liquid vehicles to help cover large expenses in retirement.

Our income planning and distribution solutions include:

• Income-Focused Investment Strategies
  
• Social Security Strategies
  
• Required Minimum Distributions (RMDs) Planning
• Retirement Account Rollovers
• Lifetime Guaranteed Income Vehicles with Growth Opportunities
• Tax Mitigation Strategies
• Tax-Free Retirement Income Sources

End-of-Life Planning

The end-of-life planning phase helps enable our clients to manage their affairs during their lifetime and control the distribution of their wealth after death. This planning phase can include healthcare directives, income replacement solutions, and tax-efficient transfer strategies to beneficiaries.

Our end-of-life planning solutions include:

• Life Insurance
• Long-Term Care Solutions
• Tax-Efficient Wealth Transfer

Private Wealth Management

Fees are based on your career stage and investment balance

Full-service financial planning and custom portfolio management with unlimited access to a Dental-Specific Advisor

Risk Management

All great financial plans manage risk accordingly. The risk of loss Is never guaranteed, but if you could keep your losses defined and minimized along with consistent and managed wins, you can increase your chances to have a long-term winning plan. Here is where the V7 Risk Management Team can help you architect the Ideal financial plan with well-balanced and efficient risk management with insurance solutions that include:

• Disability (Protect Your Income)
• Business Overhead (Protect Your Practice Revenue)
• HIRPs (High Net Worth Leveraged Retirement Plans for Tax-Free Income)
• Life Insurance (Family and Partnership Protection)
• Annuities (Investment Portfolio Protection)
• Property & Casualty (Protect your Property and Real Estate Investments)
• Other strategy specific risk strategies ….

Real Estate Management

V7 can help plan and prepare for the following real estate events:

• Residential Purchase or Sale,
• Commercial Purchase or Sale
• Healthcare Practice Transitions
• Healthcare Practice Valuations

We will Include and calculate this as part of your plan so there is a Clear and Comprehensive Vision on how these will affect your financial picture.