Utah Dentists Hear Practice Management Tactics and Retirement Advice from Financial Planning Expert Robert Hockett, CFP - kcentv.com - KCEN HD - Waco, Temple, and Killeen

Utah Dentists Hear Practice Management Tactics and Retirement Advice from Financial Planning Expert Robert Hockett, CFP

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SOURCE Cambridge Wealth Counsel

SALT LAKE CITY, May 6, 2014 /PRNewswire/ -- More than 6,000 dentists attending the Utah Dental Association annual meeting here recently, heard strategies for growing their practices and planning their financial futures from Robert Hockett, CFP, President and Founder of Cambridge Wealth Counsel, which has offices in Salt Lake City and Atlanta, and serves dentists nationwide.

Hockett, who speaks to many dental professional organizations, presented two breakout sessions.

  • "The Dental Financial Life Cycle: Business and Personal Financial Planning for Dental Professionals"
  • "Managing Personal, Practice and Investment Debt: Strategies for Dental Professionals"

To hire him to speak at association meetings and conventions, contact Robert@cwcounsel.com or call 770-506-7377 ext. 205.

During each presentation, he referred to the "Dental Lifecycle Scorecard," which is a valuable tool dental professionals can use to grow their practices and to plan for a comfortable retirement.  The financial checklist he discussed in the presentations is available for free at:


Mr. Hockett, who is widely quoted in national dental publications, also discussed current dental industry trends, banking policies and procedures, debt management, and provided case studies of his clients at various stages of their careers, from starting out to building the practice to planning to sell the practice and retirement.

He provided answers to questions many dentist ask, such as:

  • How can a dentist achieve financial freedom?
  • How can a dental practice get the best loan rates from a bank?
  • How can a dental practice position itself for sale?
  • How can a newer dentist manage cash flow and student loans?

About Robert Hockett, CFP

Robert Hockett, CFP® is Cambridge Wealth Counsel's President, Founder, and Director of Business Development. As a Wealth Manager, Robert specializes in working with successful executives and business owners, many of whom are healthcare professionals. He works out of both Atlanta offices and the Salt Lake City office.

In 1996, Robert founded Cambridge Wealth Counsel to help his extended family manage personal and financial transitions after they sold a large family business. Prior to this he worked in private banking primarily with licensed professionals and later joined the private financial advisory group of a Fortune 100 bank. In 1999, he expanded Cambridge Wealth Counsel's wealth management services to include a select group of affluent non-family members.

Robert is a member of NAPFA (National Association of Personal Financial Advisors), which is the most selective association of fee-only financial advisors, the National Association of Tax Practitioners, and the Financial Planning Association. He has been featured or quoted in publications such as the Washington Post, Medical Economics, Smart Money, Financial Advisory, Fast Company, Physicians Advisory, Investment Advisor, the Smart Money Guide to Real Estate Investment, the Complete Lawyer, Atlanta Magazine, Business Week Online, and Inc. Magazine. He also has authored numerous articles and white papers.

Robert has been repeatedly ranked in various national and regional publications such as one of the "Best Financial Advisors for Dentists" by Dental Products Report, (2011-2014), "150 Best Financial Advisors for Physicians" by Medical Economics, "5 Star Wealth Manager: Best in Client Satisfaction" by Atlanta Magazine, and "Top 10 Fee-Only Investment Managers" (Firm) by the Atlanta Business Chronicle. He is a regular lecturer on wealth management issues for business owners, physicians and dentists.

Currently, Robert lives near Atlanta, Georgia, with his wife Maria and four children. Between them they have eight sons and four daughters. While not working he enjoys travel, scuba diving, reading, volunteering, church service, and spending time with his family.

About Cambridge Wealth Counsel

Cambridge Wealth Counsel is a wealth management firm that helps a select group of financially successful people make smart money decisions so they can lead lives of significance. By using a disciplined meeting process that answers our clients' unique needs in investment consulting and the advanced planning areas of wealth enhancement, wealth transfer, wealth protection and charitable gifting, we create lifelong consultative relationships.

Today, our wealth managers in Atlanta and Salt Lake City work with an exclusive group of clients around the country for whom we can have a tremendous impact. As fee-only wealth managers we operate under a stringent code of ethics, strictly focus on our affluent clients' needs and never receive commissions for our advice.

The company's motto is: Counsel. Plan. Prosper.

Read more news from Cambridge Wealth Counsel.

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