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Ross Brannon, Financial Advisor

Partner Since
June 25th of 2022

Dentists are unique in the sense that many of them are also business owners. As a result, many have two full-time jobs – dentist and practice CEO. An experienced financial advisor can help you navigate the personal and business side of things. Balancing your goals, and financial matters can be challenging, making it even harder to navigate complex financial issues without proper guidance.

Ross Brannon is a Financial Advisor, a finance expert you can put your complete trust on. Have no burden of worrying about achieving your financial dreams and goals. He has specialized approaches to financial planning for dental professionals for issues and challenges working on personal and business wealth.

Ross Brannon starts by understanding your current financial state and building a financial plan that is not only comprehensive and universal but unique according to your goals and aspirations by aiming to provide you with the best ways to secure your financial future. Then, schedule your Complimentary Financial Flossing session with him to see how you may care for your financial needs and create a bright future for yourself and your family.

Advisor Services

  • Tax Planning
    Tax planning is a focal part of financial planning. It ensures savings on taxes while simultaneously conforming to the legal obligations and requirements of the Income Tax, allowing you to pay the lowest taxes possible.
  • Cash flow Analysis
    This report shows the money your dental practice used and generated in a specific timeframe. In addition, the report reflects how changes in balance sheet accounts and income affect cash.
  • Fee-Based Financial Planning
    A comprehensive picture of your current finances, financial goals, and any strategies you’ve set to achieve those goals.
  • Retirement Planning
    Prepare today for your future life so that you continue to meet all your goals and dreams independently. This includes setting your retirement goals, estimating your needed money, and investing in growing your retirement savings.
  • Investments
    Get proper guidance for your investments. For example, to distribute your money in the expectation of returns in the future.
  • Life insurance
    Life insurance is a contract that will protect you from financial loss and is used to hedge against the risk of a contingent or uncertain loss.
  • Long-term care.
    This involves various services that will meet the needs of people who cannot care for themselves for long periods.

Financial Advisor

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