We treat every client we come into contact with uniquely in accordance with their current situation, their needs and the issues they are facing. Our financial service is uniquely tailored to you and you alone. We offer a wide range of services that are valuable to dentists and physicians to help achieve their personal and professional goals.

Achieve Your Personal and Business Goals

We offer a wide range of services that are valuable to dentists and physicians to help achieve their personal and professional goals. These include the following:

Financial Planning

Financial Planning includes wealth accumulation, wealth protection and accounting. At Prudent, we are uniquely positioned to do all of this to help you achieve your personal and financial goals.

Investments

  • Income and security
  • Current portfolio
  • Past investment experience
  • Comfort and risk tolerance

Insurance

  • Income and security
  • Protect your wealth

Accounting

  • Tax Preparation
  • File Returns
  • Review your returns to ensure you receive maximum credits

All accounting,  financial statements and tax advisory services are provided by Devendra Sharma CPA Professional Corporation.