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Financial planning that evolves with your dental career

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.

DBS Financial Advisers is endorsed by the MDA because they specialize in working with dentists, at every stage of their professional lifecycle. Another  benefit of working with the endorsed advisers is to receive 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 benefit of your MDA membership and call DBSIA at 800-327-2377 or email Ted Schumann II at ted.schumann@dbsia.net.

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