Investment Management: DBS Investment Advisers, LLC

One goal of every MDA member is to build and preserve personal wealth. Attaining this goal should start on the first day of your professional career and continue throughout your years of active practice and into retirement. Most people need a bit of guidance along the way. Following a rigorous request-for-proposal process, the MDA Board of Directors has endorsed DBS Investment Advisers (DBSIA) to provide wealth management and retirement planning services for our members. DBSIA was selected for several important reasons, but primarily because DBSIA specializes in working with dentists. They serve dentists at every stage in their professional lifecycle to help them attain their financial goals. DBSIA was formed in 2000 as an arm of Dental Business Services (DBS), from Bay City, Michigan. They know your challenges and have the ability to provide the financial advice necessary to put and keep you on the path to financial success. DBSIA has two certified financial planners to assist you: Ted C. Schumann and Ted Schumann II.

Another reason DBSIA was selected is its ability to provide MDA members with a fee discount on dollars under advisement. As your portfolio grows, your fee discount also grows.

DBSIA offers assistance with:

  • Individual portfolio management
  • personal individual retirement account (IRA)
  • Roth IRAs
  • Simplified Employee Pension (SEP) IRA,
  • Savings Incentive Match Plan for Employees (SIMPLE) IRAs,
  • cash balance plans
  • 401(k) plans

Take advantage of this exceptional, new benefit of your MDA membership and call DBSIA at 800-327-2377 or email Ted Schumann II at ted.schumann@dbsia.net.

Disclosure

Participation in the DBS Investment Adviser program is solely the decision of the Michigan Dental Association Member. Neither the Michigan Dental Association nor MDA Insurance & Financial Group provide investment advice, and they are not responsible for any investment decision or performance All investments have potential for profit or loss.  Past performance does not guarantee future success.

The MDA receives royalties when members use the product or services described above.