cessful business. We help them examine their vision of the future
and then bring proven business processes to their practice that will
support their personal and professional goals.”
Bland Garvey helps clients build knowledge about the fundamentals and dispels common myths and fallacies that can hinder good
business practices. “For clients who lack business experience or
who just need accurate, current information, we can help by providing basic education on business principles like banking, debt
service, and human resources. To augment that information, we
make sure they are informed and up to date on the best tax and
accounting practices. It’s rare that a dentist emerges from school
with an adequate understanding of these fundamentals, but it is
critical to business success and a strong future.”
The Wealth Management team makes sure the clients know what
fees they are paying, their rate of return after costs, and their current asset allocation. Pictured John Garvey, Jr., Bill Kaiser, Julie
Jarvis and Norma Spencer.
Solid advice backed by research
When John Garvey meets with the firm’s new wealth management
clients, he takes time to help them thoughtfully address the questions that matter and filter out distractions that don’t. With his
patient guidance, they can make informed, deliberate decisions
that feel right and are based on sound science.
Clients also benefit from the experience of Lori Eads, who has been
named three times by her clients as a top-ranked 5-star wealth
manager in Texas Monthly magazine.
The new offices of Bland Garvey are welcoming
to clients and designed for comfort and efficiency.
www.northtexasdentistry.com
|
NORTH TEXAS DENTISTRY
Photos by Ray Bryant, Bryant Studios
“This first discussion is the cornerstone of the deep client relationships we build,” Lori notes. “Then, if we mutually agree that we
7