As a 14-year experienced CFP, I bring a wealth of knowledge and experience to the table for your benefit.

Essentially, I offer two financial planning services:

1. Comprehensive Financial Planning
2. Financial Problem-Solving

1. Comprehensive Financial Planning

We look at every aspect of your financial life (e.g., cash flow, investments, insurance, college, marriage, wills, and estate plans - to name a few). This is what I prefer to do because I know this is the most valuable service I can provide to a dentist. If you would like more information, email me at BobMallin@BobMallin.com and I will send you more information.

2. Financial Problem-Solving

I work on an hourly basis to solve whatever financial problem you bring to the table. Sometimes, you may just want a portfolio review - and that's okay! Or you may want an evaluation of your practice expenses. Or a host of other specific concerns. And that's all okay.

These services, and others, are discussed on my financial planning website, Personal Financial Solutions:

http://www.BobMallin.com