Dental-Knowledgeable Financial Services

We seek to educate dentists and assist them in building and preserving wealth through our alliance with RG Capital, LLC. Through financial analysis, research, and a high level of communication, the services offered by our alliance partner are designed to focus on financial well-being for the long term and move dentists toward financial independence. We are dedicated to working with RG Capital, LLC to provide comprehensive, confidential advice that is consistent with your needs.

Lifetime Financial Planning

Every dentist can benefit from the financial planning process, We believe that financial planning at its best is a comprehensive, integrated and lifetime process. We have developed a relationship with a firm that has a strong knowledge of dentists and the issues within their practices. RG Capital, LLC will work with you to set targets, identify opportunities, gather and review financial data, and then design and implement a plan to help you reach your goals.

Once the plan is in place, it needs to be monitored, reviewed and updated to meet changing circumstances. This process will assist you in understanding, controlling and managing your financial future.

Attentive Personal Service

A high level of service and personal attention are hallmarks of Levin Financial Services, Inc., and RG Capital, LLC. These qualities help set us apart from our competition. This begins with an initial goal-setting phone call that helps you identify your needs, objectives, and life goals.

Next, information is gathered for your initial financial analysis. This discussion enables RG Capital, LLC to prepare your financial plan and offer recommendations. After the critical implementation phase, the financial planning process continues. Your RG Capital financial planner will continue working with you for one full year. This ongoing attention—including goal-setting, financial planning, portfolio monitoring and frequent communication—makes us a unique resource for dentists on the road to financial independence.