THE PATH TO FINANCIAL FREEDOM
Financial planning services aren’t just for business owners. Whether you’re an associate in a private practice or a DSO, or a contract dentist, CWA advisors will custom tailor a plan to put you on a path to financial freedom.
INVESTED IN YOUR SUCCESS
The most successful financial plans start with a partner who invests the time to get to know you. At CWA, our hands-on approach to learning our clients’ wants, needs, goals and dreams helps us craft a long-term plan that fits your life now and into the future.
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PLANS BUILT FOR CHANGE
Whether you join a practice as a partner, start your own practice or acquire an existing practice, CWA has you covered. Your planning team can seamlessly adapt your services to include Business Planning without missing a beat. We can even help you through the transition process.
PERSONAL FINANCIAL PLANNING FOR ASSOCIATES, DSO & CONTRACT DOCTORS
SHORT-TERM PLANNING
LONG-TERM GOALS
Are You a Practice Owner Looking for Business Planning?
CWA offers comprehensive business financial planning to help practices—and their owners— reach their goals.
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What Sets CWA Apart?
Experience
For 40 years, we’ve served thousands of clients nationwide, putting our flagship 3to1 principle of wealth accumulation to work.
Expertise
CWA primarily serves the dental industry. We know the unique intricacies of the dental business, as well as the mindset of dental practice owners, better than most CPAs.
Partnership
Financial planning isn’t a static product. It’s a process. Peace of mind is also more than just a number to reach. CWA aims to financially prepare you to reach your personal and professional goals.
Service
We are committed to delivering an unmatched personalized experience. Our 90%-plus retention rate is testament to the difference a dedicated support team makes.
address
17 Cowboys Way
Suite 300
Frisco, TX 75034
Phone
t: 972.233.3323
f: 972.663.3799
hours
Monday through Friday, 8:30 a.m. – 5 p.m.