Resources to Help You Build True Wealth & Thrive
When It's Time To Update Your Estate Plan: A Guide for Dental Entrepreneurs
As a successful dentist who has built a thriving practice, estate planning—the process of how you transfer your wealth to heirs and others—is crucial. It ensures that your loved ones, including your family and perhaps key staff members, are adequately provided for and taken care of.
Punk Rock & Dental Entrepreneurship
Look, I know what you’re thinking: Punk rock. Eh, who cares? Well, let me tell you why this isn’t just about the music; it’s about an entertaining evening that anyone can enjoy, even if you’ve never headbanged in your life.
Habitual Generosity: Why Giving More Can Mean Getting More for Driven Dental Entrepreneurs
Discover the Transformative Impact of Habitual Generosity: Explore How Giving More Can Propel Success for Driven Dental Entrepreneurs in a world filled with abundance and opportunity.
Should You Un-Retire from Dentistry?
The changing retirement landscape has dentists considering un-retiring. Explore the motivations and financial implications of returning to dental practice.
The Art of Valuing a Dental Practice: Essential Insights for 7 & 8 Figure Dental Entrepreneurs
Dental entrepreneurs: Learn the importance of valuing your practice correctly. Explore six valuation methods and consider hiring a specialist for the best outcome.
Securing Your Dental Legacy: A Comprehensive Guide to Wills and Trusts
Discover the importance of estate planning for dentists. Learn about wills and trusts, and how to use them effectively for wealth transfer and probate avoidance.
What’s Your High-Net-Worth Personality?
Did you know that there are nine high-net-worth personality types? These are unique sets of attitudes about money, wealth and why we make the financial decisions we do. You yourself may fall into one of the nine high-net-worth personality categories.
The Road to Longevity: Living to 120—and Beyond?
Many people are not aware of it, but a medical revolution is underway. There is now technology that can make it possible to stop disease before it starts by identifying risk factors in the human body long before they impact health.
Five Reasons Dentists Should Make Philanthropy a Family Affair
You probably already give money to help people or organizations you care about. Have you thought about getting your family, especially your kids, to help too?
The Billionaire Money Rules for Dentists
If you’re like many successful dentists, you want to build true wealth and achieve deeply meaningful goals—like taking care of your family and supporting your most important causes.
Smart Ways for Dentists to Build a Moat Around Their Wealth
Chances are, you know someone who has been sued. Maybe that someone is you.
Proud to Be in Bakersfield.
Serving Dental Entrepreneurs & Executives Nationwide
Tim McNeely
Advisor to Dental Entrepreneurs
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This material is intended to be used for educational purposes and does not constitute a solicitation to purchase a security or investment advisory services. Some material on this site has been researched and prepared by BSW Inner Circle and its affiliates, CEG Worldwide, LLC and AES Nation, LLC. Timothy J McNeely has retained AES Nation to conduct research and prepare informational materials for his use. Mr. McNeely is a member of CEG Roundtable and pays an annual fee for these services. Mr. McNeely is involved in these activities through The LifeStone Companies.
Some materials is published by the VFO Inner Circle, a global financial concierge group working with affluent individuals and families and is distributed with its permission. Copyright by AES Nation, LLC. This report is intended to be used for educational purposes only and does not constitute a solicitation to purchase any security or advisory services. Past performance is no guarantee of future results. An investment in any security involves significant risks and any investment may lose value. Refer to all risk disclosures related to each security product carefully before investing..
*Timothy J McNeely is an Investment Advisor Representative. All investment advisory services are offered through a RIA. The LifeStone Companies are not owned or legally affiliated with RIA and the activities conducted by Mr. McNeely under The LifeStone Companies are considered educational activities and are separate outside business activities.
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