As a DDS, you take pride in running your practice as expertly as you treat your patients—at Rebalance, we feel the same way.

That’s why we help “white coat” entrepreneurs like you maximize your retirement money by providing turn-key solutions for your office’s 401(k) that can reduce fees as much as 50% or more. But we don’t stop there. Our team of Ivy League investing experts not only gets your 401(k) working harder for you and your employees, but we manage all of the administrative complexities as well.

Giving you the time and peace of mind to focus on building your craft, building your business and most importantly, building the wealth you deserve.

Rebalance can help dentists reduce 401(k) fees by 50% or more. Contact us today!

Sign up to chat with one of our investment experts about how Rebalance can help you save money, streamline your business, and build wealth.

Rebalance Dental Advisory Board

Dr. Richard W. Valachovic, DMD, MPH

Dr. Richard W. Valachovic served as President and CEO of the American Dental Education Association (ADEA), which represents the academic dental community in the U.S. and Canada. He has received numerous awards including the Distinguished Alumnus Award from the Harvard School of Dental Medicine, and the Soar High Leadership Award from the Institute for the Advancement of Multicultural and Minority Medicine. Dr. Valachovic has authored more than 100 original manuscripts, book chapters and monographs, and has been the commencement speaker at over forty graduation ceremonies. Rebalance is proud to have Dr. Valachovic as a cornerstone member of our Dental Advisory Board.

Dr. Douglas Carlsen, DDS

After decades of running a successful dental practice, Dr. Carlsen was able to retire at the young age of 53 thanks to his savvy investment strategy. Since achieving such early retirement success, Dr. Carlsen became a respected advocate for dental professionals saving for retirement. He launched both a successful YouTube series and an acclaimed lecture circuit. Dr. Carlsen has authored over 75 national publications on helping dental professionals achieve financial freedom. When not working, he can be found enjoying his retirement in the Colorado mountains.

Joseph Marvisi, DDS

Dr. Joseph Marvizi, DDS

Dr. Joseph Marvizi has been in the dental private practice sector for close to 30 years. Dr. Marvizi received his BA from UC Berkeley in Physiology/Anatomy. He went on to the University of the Pacific to receive his DDS, and graduated from the Misch Implant Institute. He has been awarded the advanced status of Board Certified Diplomate by the International Congress of Oral Implantologists (ICOI) for his outstanding work and expertise in the field of dental implant surgery and restoration. Dr. Marvizi provides the Rebalance Dental Advisory Board with relevant in-the-field experience so that we can better serve the DDS community.

Tim Tremont, DMD

Dr. Tim Tremont, DMD

Dr. Timothy Tremont, Doctor of Medicine in Dentistry (DMD) is the Department Chair of Orthodontics at the James B. Edwards College of Dental Medicine at the Medical University of South Carolina. He also was a Clinical Associate Professor in the Department of Orthodontics at West Virginia University. Dr. Tremont received his dental degree from the University of Pittsburgh School of Dental Medicine and Certificate in Orthodontics and Master of Science from the University at Buffalo. Dr. Tremont is a Diplomate of the American Board of Orthodontics and he lectures internationally on orthodontics and orthognathic surgery.

DDS Retirement Blog

The Biggest Financial Mistakes Doctors Make

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I purchased a home in 1980 (before the practice!) at the peak of the housing boom  for $800 per month per month  (12 percent interest rate), bought a new car in 1981 for $310 a month (18 percent), then finally… Continue reading

 

All the Ways You Can Mess Up Your 401(k)

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Workplace retirement plans get a lot of bad press, primarily small company plans loaded with high fees. But, truth be told, 401(k)s have been a boon to millions of Americans with access to them. In total, 55 million savers held… Continue reading

 

Recent Arizona Dental Grad vs. $10,000 Per Month Debt

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I received the following letter from a young dentist recently. He represents the typical new general dentist in many ways. I am 32 years old with three children aged four, two and one-half, and 6 months. I graduated from dental… Continue reading

 

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