We help ODs at every stage of their career….

If you are a Sub-Lease Optometrist looking to….

  • You may be concerned with your personal cash flow from income to expenses (both fixed and discretionary) as well as your current savings rates and retirement projections.

    The goal might be to increase your savings rate to 20% or more; along with other financial recommendations we may offer throughout the process.

  • You may need help selecting a business entity such as LLC, or PLLC and learning about the pros and cons of the S-Corp designation.

  • You need guidance with retirement planning concepts such as:

    • How much to contribute to a retirement plan

    • Starting a Solo 401(k) if you do not have any employees or a 401(k) if you do have employees.

    • Understanding how interconnected student loan planning is with tax planning, retirement planning, and more.

At Prudent Financial Planning,

We specialize in advising Optometry practice owners and Associate OD’s and build out financial recommendations that actually make sense for your business and your life.

Our Philosophy

At Prudent Financial Planning, we understand that financial planning is not a one-size-fits-all service. We place you at the center of all we do. Our approach begins with a deep understanding of your financial needs, expectations, and aspirations. This involves a detailed discussion about your current financial situation, your short and long-term goals, your lifestyle needs, your risk tolerance, and your future aspirations.

Tailor-Made Plans

We formulate a comprehensive financial plan tailor-made for you. This serves as your roadmap to achieving your financial goals while ensuring you have the freedom to enjoy the lifestyle you desire. Whether you’re looking to build wealth for future financial security, save for your children’s education, plan for a comfortable retirement, or manage your tax liabilities, we are here to guide you at every step.

Ready to get started?

It’s never too late to have a plan. We are making a difference by bringing ODs’ practices to their full potential.

Contact Us Today