Levin Financial Services, Inc.
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 advice in a manner that is both confidential and consistent with your needs.
Financial Planning
We believe in financial planning as 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 identify goals, 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. Every dentist can benefit from the financial planning process, and a goal of Levin Financial Services, Inc., is to significantly increase the percentage of dentists engaged in lifetime financial planning. This process will assist you in understanding, controlling and managing your financial future.
Service
A high level of service and personal attention are the hallmarks of Levin Financial Services, Inc., and RG Capital, LLC. These qualities help set us apart from our competition. The personal relationship that is developed with each dentist starts 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 goal setting and clarification discussion will enable RG Capital, LLC to prepare your financial plan. After your financial plan is presented, the critical implementation phase begins. Recommendations will be provided, but the financial planning process doesn't end there. Your RG Capital financial planner will stay with you and help you implement the plan for one full year. This ongoing attention to your goals, the creation of your financial plan, the composition and performance of your portfolio, and our frequent communication with each client distinguishes this service as a client-focused approach created for dentists on the road to financial independence. |
