From Drillwork to
Big-Picture Wealth
You’ve mastered precision at the chair—now bring that same control to your wealth. Our holistic planning helps you keep more of what you’ve built, squeeze every ounce of value from your success, and retire with confidence—not complexity.
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Sharpen Your Strategy Like You Sharpened Your Skills
Download our free guide to avoid costly mistakes and squeeze more value from every dollar you’ve earned.
You’ve Built the Practice—Now Let’s Elevate the Plan
You know the drill: high overhead, complex debt, unpredictable income—and no built-in retirement plan. We help dentists navigate these pressures and design a smarter path forward with our Strategic Wealth Alpha GPS™— bringing every part of your financial life into sync so your money works as hard as you do.
Practice Growth & Exit Planning
Maximize profitability and prepare for a smooth transition when buying, expanding, or selling your practice.
Tax-Efficient Wealth Structuring
Use proactive tax strategies, entity design, and smart income planning to keep more of what you make.
Debt & Cash Flow Optimization
Manage loans, control expenses, and build liquidity while accelerating long-term growth.
Investment Diversification
Open the door to smarter investing—beyond basic portfolios—with private credit, real estate, and alternatives.
Asset Protection & Risk Management
Safeguard your wealth with insurance layering, legal structuring, and liability coverage.
Retirement & Legacy Planning
Create a tax-optimized retirement income plan and preserve your legacy for the next generation.
Get Your Retirement SWAG On!
- Maximize Earnings: Retain more of the wealth you've built through dedicated effort.
- Practice to Prosperity: Convert your dental practice income into lasting financial independence.
- Investment Clarity: Benefit from strategic diversification and robust asset protection.
- Tailored Retirement: Develop a custom exit and retirement strategy specifically designed for dentists.
- Secure Your Legacy: Ensure comprehensive protection for your business, assets, and family's financial future.
- my.bfocfo.com: Securely track every asset, coordinate with your team, and control your entire SWAG plan from one powerful hub.
Plan With Confidence. Retire With Clarity.
Whether you’re scaling, stepping back, or preparing to sell, we’ll help you keep more of what you’ve earned, protect what matters, and create a strategy that delivers peace of mind without the complexity