One of the benefits of being a practice owner is the ability to establish a tax-advantaged, IRS qualified retirement plan for you and your employees.  Taking advantage of these tax benefits is one of the smartest investment decisions a doctor can make. However, it can be challenging because the rules and regulations associated with these plans are very complicated and the fiduciary obligations are significant. That is where Thomas Wirig Doll comes in to help. We understand the unique challenges that face dental and medical practice owners. Our extensive retirement plan expertise, coupled with our knowledge of your field, allows us to create and administer creative plans so that you and your valued staff can realize your financial dreams.

Thomas Wirig Doll’s Registered Investment Advisory firm can then complete the circle by helping manage our your investments.  By administering the retirement plan as well as managing the assets of the plan, we ensure seamless coordination and an overall optimized client experience. Click the links below for more information about retirement planning. For those of you with a plan, we would be happy to provide a complimentary detailed analysis of your current plan’s costs and investment options. Call us today at 877.939.2500.