Dental Professionals
Financial guidance for dentists and their practices
We help dental professionals with tax planning, practice purchase and retirement planning, as well as business office management and practice valuations.
The Aldrich Dental team can provide the most value when we have regular conversations throughout the year, not just in tax season. Our dental practice experts are ready to hit the ground running to help you achieve your financial planning, retirement, and management goals.
To get started or learn more about what our team can do for your practice, reach out to the Aldrich Dental team.
What We Do
Dental Insights
Meet Our Professionals
For Karen Burnett, enthusiasm for dentistry includes over 30 years of experience ranging from dental assisting and dental hygiene to more than 18 years of experience in dental practice coaching. She takes pride in providing results-oriented business solutions, using a tailored approach for the growth of individuals and teams. She is skilled in internal and... Read more Karen Burnett, RDH, MA
Karen's EXPERTISE
- Dental business management
- Hygiene program profitability and analysis
- Treatment presentation and incomplete treatment follow-up
- New patient recruitment and retention
- Practice administration
Services for dental professionals
- Practice check-up and benchmarking
- Retirement plan analysis and design
- Revenue optimization
- Cost-segregation study
- Fee structuring
- Year-end tax projection planning
- Monthly financial statements
- Retirement planned services + planning
- Life and disability insurance
Looking for support or have a question?
Contact us to speak with one of our advisors
