You Focus on Your Life We Focus on Your Money

Providing a Comprehensive Plan for Your Practice and Personal Financial Health.

From tax planning and preparation to accounting and financial planning, Practice Financial Group takes care of your financial health just as well as you care for your patients’ health.

Our comprehensive suite of financial services goes beyond the basics to help you keep more of the money you earn, grow the money you keep, and simplify your financial life in the process.

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Portrait of Female black dentist in dental office. She standing at her office and she has beautiful smile. Modern medical equipment

Who We Serve

PFG’s core purpose is to help good people:

Live their best lives and
Make a difference for good in the world

First and foremost, we serve dental professionals who make a difference for good in their profession, their family, and their community. Our clients are current (or future) dental practice owners who love the work of dentistry and are looking for guidance to help them reach their financial potential.

We understand that as a dental practice owner, your goal is to improve your patients’ lives. That’s why we work exclusively with the dental industry; so that you can trust our deep expertise to handle your business and financial needs, while you concentrate on your patients.

A Unified Approach to Your Financial Health

Practice Financial Group provides a full suite of integrated services, intimately connected so you have peace of mind that every aspect of your financial life is working in sync.

We believe a la carte financial services offerings leave much to be desired–as you’re left with the burden of connecting the dots between multiple service providers. That’s why we exclusively serve dental practice owners who seek a unified financial solution.

See how each piece of your financial puzzle fits together.

Tax Planning and Preparation

We understand every detail of tax compliance for dental practices, from tax strategies to applicable deductions—so you don’t have to.

Accounting and Reporting

Make better business decisions with powerful insights from our customized, industry-specific accounting and reporting tools.

Financial Planning

Your customized, comprehensive financial plan is as dynamic as your career. We work with you to revise and optimize your plan to ensure you reach your financial goals efficiently.

Payroll Processing

Pay your employees accurately and on time—and better understand your comprehensive financial picture—with our efficient payroll processing service.

Investment Management

Make personal and business-focused investment decisions within the context of your holistic financial picture.

The PFG Promise

We promise to:

Be a true fiduciary and always look out for your best interest. This includes giving honest advice based on correct principles, never fads or flattery.

Simplify your financial life and help you attain a sense of financial peace and direction.

Ensure that you outperform the version of yourself that doesn’t work with PFG. This does not mean that your investments will outperform, which we cannot control – YOU will outperform.

Deliver timely and useful financial statements to help you manage your business.

Proactively plan for taxes, ensuring that you’re never surprised by a big tax bill and don’t pay more than you legally must.

Respond to your needs quickly so you don’t wait days or weeks for an answer to a question or a solution to a problem.

Buying a Dental Practice? Read this book first.

We've helped dozens of dentists successfully acquire practices. This book captures the key lessons we've learned, so you can make smarter acquisition decisions.

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Start Focusing on What Matters. Leave the rest to us.

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