Concierge Cash Management

Better cash management today means more cash to manage tomorrow.

Concierge Cash Management, PEG's original service, has been successfully serving dental practitioners and their families since 1988. Our goal is to maximize the economic benefit you derive from your practice by merging your family’s short- and long-term financial objectives with those of your practice. We do this via tax planning, retirement funding and savings for the future, while helping you live today with "guilt-free" spending. We passionately serve your family--not just your practice.

The key is our proven system of planned spending. By proactively planning annually versus reacting daily to expenses as they come in, and reserving money for anticipated expenses, the peaks and valleys of cash flow crunches are minimized. We coach shifting from a "check book balance mentality" to a pro-active "reserve mentality."

We implement practical systems of spending for your practice, and dovetail them with the economic needs at home. It is our goal to increase your economic quality of life and prevent you and your team from being distracted by "money issues." Our ultimate intention is that your financial peace of mind will enhance other areas of your life as well.

For more information about what Concierge Cash Management can do for you, contact us today!

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What we are:

  • Practice profitability specialists who identify and enhance your "max profit blocks."
  • Off-site cash flow managers with more than 100 years of combined "dental" experience with start-ups to multi-Dr., multi-million dollar practices.
  • Providers of all essential monthly financial services required for operating a high performance dental practice.
  • "Financial fitness trainers" helping to strengthen tax, estate and retirement planning, wealth accumulation and preservation, and debt management.
  • Coaches utilizing management systems to improve team motivation and to help you, the "CEO" of your practice, understand how your beliefs and behaviors involving money affect the success of your practice.

 

What we are NOT:

  • We do not sell financial or investment products of any kind. As such, we are not accountants, attorneys, brokers, retirement plan administrators, insurance agents, certified financial planners or investment advisors.  We also maintain a strict "No Conflicts of Interest" policy by refusing to accept any type of referral fees, commissions, etc. from any of the trusted advisors to whom we refer clients for additional services.