CFP庐 Helping Entrepreneurial Dentists Make Smart Decisions About Money, Wine Connoisseur & Amateur Show Dog Handler
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Tim McNeely is CEO of LifeStone Wealth Management and works with a limited number of entrepreneurs, that just happen to be dentists. Using a consultative wealth management approach, he help affluent dentists address their five biggest concerns: preserving their wealth, tax mitigation, taking care of their heirs, ensuring their assets are not unjustly taken, and charitable gifting.
However, what matters the most to Tim is meeting his wife, Dana Yeoman D.D.S. In the process of joining lives together Tim learned what the life聽of a dentist is like. 聽Seeing his wife's frustration with the complexity of running a dental practice he set out to make things simple. 聽Since meeting his Dana, Tim ...
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