Dedicated professionals like you deal with competing priorities: family, patients, business, personal time, etc. At the end of the day, you often have important things left undone, such as your own personal financial planning: tax mitigation strategies, protection, succession and retirement planning. You know these things are important because some day you will want to retire. You want to be ready and able to enjoy that time as well. At NaviPath Financial, we specialize in personal financial planning for dentists, medical professionals and other business owners. We know that each of you have complex and unique financial needs. We know you have short and long-term goals, and most importantly, we know how to help you achieve them. Securities offered by Registered Representatives of Private Client Services (“PCS”). Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, NaviPath Financial, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure.