We all know the axiom, location, location, location, from Real Estate agents. For Financial Advisors it is about Optimization. Optimize your systems, organize your financial life, get your practice healthy. Lower your taxes and increase your bottom line at all levels is comprehensive financial planning at its core. What gets measured gets managed, what gets managed gets improved.
My main job is to advise you. I have been an Advisor for over 15 years. For many of those years I primarily focused on Portfolio Management of client investments. By the way this is my passion, however, I have also learned that there are planning strategies to add value to a clients bottom line.
Tax planning, cash flow, scheduling, measuring key performance indicators and real time financial data are most of the ways I use to accelerate growth in clients business'.
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Investing Philosophy:
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Core –Satellite Portfolios – VRC has developed portfolio management models targeted to meet the investment objectives, time horizon, financial situation and risk tolerance for Clients. Certain Clients may require a custom portfolio with- in the Core Satellite model.
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Portfolio Construction – VRC will develop a portfolio for the Client that is intended to meet the stated goals and objectives of the Client. Taking into account the current market trend, sectors and industries, and financials of companies. VRC uses a due diligence process that involves both fundamental and technical analysis.
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Financial Planning:
The goal in our planning process is to create a one page financial plan that is updated as we meet. This plan will give you a concise and accurate visual of your current assets all on one page. Comprehensive planning begins with your taxes and ends with your investments.
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Our Services
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Tax Planning
Vail Ridge Capital specializes in helping dental practitioners minimize their tax burden through tailored tax planning strategies designed to align with their unique financial goals. The firm identifies opportunities for tax efficiency, such as maximizing deductions for equipment purchases, implementing retirement plans like defined benefit or 401(k) plans, and structuring business entities for optimal tax treatment. Vail Ridge Capital also provides proactive planning to minimize quarterly tax payments and reduce overall liability, including strategies for income deferral, credits, and accelerated depreciation. This personalized approach empowers dental practitioners to retain more of their earnings, reinvest in their practices, and build long-term wealth.
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Investment Management
Effective investment management is the cornerstone of a thriving dental practice. As a financial advisor specializing in dental professionals, I understand the unique challenges you face—from balancing operational expenses to planning for equipment upgrades and managing tax obligations. By streamlining your revenue cycle, optimizing expense structures, and implementing tailored financial strategies, we can enhance your practice's investments and ensure consistent cashflow. Whether it's developing a tax-efficient savings plan, navigating debt repayment, or investing in growth opportunities, our goal is to help you focus on patient care while building a financially secure future for your practice.
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Organic Growth
Optimization for Dental Practices
Growing your dental practice organically requires a strategic balance between patient retention, new client acquisition, and operational efficiency. As a financial advisor with expertise in the dental field, I can help you identify opportunities to reinvest in your practice for sustainable growth. From enhancing cashflow to support marketing efforts and patient experience improvements to evaluating the financial impact of expanding services or upgrading technology, our tailored strategies aim to optimize your resources. Together, we’ll develop a growth plan that aligns with your goals, strengthens your practice’s foundation, and maximizes profitability over time.