Rick Epple, CFP®: A “2011 Best Financial Advisers for Dentists” As Listed In Dental Practice Report
Epple Financial Advisors, LLC. is pleased to announce that Rick Epple, CFP®, has been selected by Dental Practice Report magazine as one of the “2011 Best Financial Advisers for Dentists” list in their April 2011 edition.
Mr. Epple is one of only three financial advisors in the State of Minnesota to be included in this year’s rankings.
Candidates were selected to the list based upon knowledge and experience, geography, and in good standing with no disciplinary action against them through the Securities and Exchange Commission, Certified Financial Planner Board of Standards Inc., and Financial Industry Regulatory Authority.
Mr. Epple has been very involved in helping dentists including as a founder and member of the Northern Dental Alliance: the organization’s website is www.NorthernDentalAlliance.com.
“Our dental alliance was conceived as a resource for dentists. Each member was looking for a way to attain long-term and overall success for our dentist clients. Personally, I wanted to both assist dentists in achieving their personal financial goals and have the resources readily available to enhance the business and professional side as well. Linking with dental experts in many areas makes that possible.”
Epple Financial Advisors provides comprehensive, Fee-Only financial planning and ongoing wealth management services for families, business owners and dentists who are looking to delegate some level of responsibility for managing their financial affairs. These people recognize they don’t have the requisite skill set to effectively manage their finances and investments, or they are simply choosing to delegate this task to a trusted advisor.
About Rick Epple CFP® My focus as a Certified Financial Planner is to help business owners reach their personal and financial goals, and this blog will provide objective information on a wide variety of related topics, from goal setting to estate planning. View all posts by Rick Epple CFP® at his Financial Planning for Dentists Blog…
Click To WATCG Rick’s
VIDEO for Dentists: Your Financial Planner Held To A Fiduciary Standard?
Epple Financial Advisors, LLC.
1000 Twelve Oaks Center Dr, Suite 101
Wayzata, MN 55391
Phone 952-470-5049
Fax 952-241-0575
