Where Will You Be In

5. . .10. . . 20 Years? Everyone Answers This Differently

That’s Where Hufford Comes InA dentistʼs needs are unique. Not only are

you responsible for your patientʼs health, you are a small business owner, too. And that

means caring for your staff and your family. Finding the balance is not always easy.

We UnderstandThatʼs why Hufford works with dental clients.

We understand your challenges. As a full-service financial planning firm, Huffordʻs

team of specialists help dentists take advantage of strategies and planning

opportunities to create a personal vision for financial security. From tax to investment

planning, retirement to estate planning, plus practice transition strategy and accounting

services; all are available in one place.

IMPLEMENTATION ASSIST HOURLY OR CUSTOM FIX FEE

Our specialists will assist you and your team of adv isors in the implementation of a strategy designed to address the opportunity in your financial life. We will utilize our relationships and buying volume with key industry vendors to secure the best solutions for you and your practice. Our skill and expertise in negotiating and comparing the best results will allow you to feel confident in your financial success. You will receive an implementation plan utilizing best practice results that make you “leaps” closer to achieving your financial goals.

RETIRE ON TIME WITH CONFIDENCE $4000

Discover how much, when, and how to think about wealth accumulation. Our specialists will dialogue and model retirement outcomes based upon your specific goals as well as detail your current investment position and formulate the best pension design to achieve your desired result. This engagement answers questions like these and many more:

What custom retirement plan is best for me and my practice?

Am I taking too much risk or paying too much to invest my money?

How do I keep on a track to eventually retire with confidence? At conclusion, you will receive a complete analysis modeling your retirement possibilities.

WEALTH ACCELERATOR $4000

Discover how to achieve balance among the competing demands for your income through a thorough understanding of where your money goes and where it should go. Our specialists will formulate and model your opportunities and possibilities for positive change. This engagement answers questions like these and many more:

How can I reduce taxes and find more money to save?

How should we manage our current debt?

How should I finance large purchases?The Wealth Accelerator Engagement will give you an achievable and visible plan to help you reach your financial goals.

HUFFORD FINANCIAL ADVISORS T/888.470.3064 F/317.573.4984 8888 Keystone Crossing Blvd. Suite 1111 Indianapolis, IN 46240

HUFFORD FINANCIAL SERVICES PRICING

WEALTH ACCELERATOR Discover how to achieve balance among the competing demands for your income through a thorough understanding of where your money goes and where it should go. Our specialists will formulate and model your opportunities and possibilities for positive change which will provide you with a visible plan to help you reach you financial goals.

$4,000

RETIRE ON TIME WITH CONFIDENCE Discover how much, when, and how to think about wealth accumulation. Our specialists will dialogue and model retirement outcomes based upon your specific goals as well as detail your current investment position and formulate the best pension design to achieve your desired result. You will receive a complete analysis modeling your retirement possibilities.

$4,000

IMPLEMENTATION ASSIST We will assist you and your team of advisors in the implementation of a strategy designed to address the opportunity in your financial life. Our specialists will utilize our relationships and buying volume with key industry vendors to secure the best solutions for you and your practice. You will receive an implementation plan utilizing best practice results.

Hourly orCustom Fix Fee

LEGACY ASSURANCE We will review and help formulate your desired goals for Risk Management and Estate Planning alternatives. Our specialists will help choreograph a plan for you and your vendors to employ. You will receive a step-by-step action plan to assure your legacy goals are addressed.

$3,000

INVESTMENTS Designed with the dental client in mind, our investment offerings meet the specific needs of our clients while balancing risk, maximizing return, and preserving capital. Our fiduciary advisors will help you define a return expectation within your risk profile, recommend investment vehicles that will meet your objectives, and monitor portfolio performance while making adjustments when necessary.

Hourly orCustom Fix Fee

TRANSITIONS Identify key strategies to prepare for the future of your dental practice whether you are buying or selling a practice. Our approach includes, identifying your long-term objectives, presenting viable options through customized consulting services and assisting in realizing your objectives.

Hourly orCustom Fix Fee

ACCOUNTING Hufford and Associates P.C. focuses on dental clients by providing you with a full spectrum of accounting services to aid with their practice and personal needs. Our registered CPA’s offer tax planning, monthly financial statement compilations, preparation of annual tax returns and provide reconciliation services.

Hourly orCustom Fix Fee

www.huffordfinancial.com