Signature Moves – From Building a Dental Practice to Building the Next Chapter
The moments that shape our lives often shape the kind of financial guidance we need beside us. And while clients may be facing those moments for the first time, our experienced advisors have helped many others through similar situations before – developing their own distinct way of guiding people through uncertainty, important decisions, and what comes next.
Signature Moves highlights those approaches, so people can more easily recognize the advisor they’ll want beside them when life happens.
Meet Dana Hastings, Wealth Advisor at Hightower Signature Wealth in Cleveland, OH.
Dana’s Signature Move
Helping dentists turn the practice they’ve spent a career building into the retirement they’ve earned.
Who This is For
You’ve spent decades caring for patients and building a successful dental practice. Now, retirement is feeling less like a distant milestone and more like the next chapter.
- Your practice is one of the most significant assets you’ll ever own
- You’re starting to think more intentionally about retirement and what comes after dentistry
- You’re wondering whether you’re asking all the right questions
You want to prepare your practice for what comes next – for you, your family, and the people who helped you build it.
Where You Are Today
Your practice has been the focus of your professional life. Now you’re wondering what it can make possible after you step away.
What You’re Going Through
You’ve devoted your career to dentistry. But running your practice requires an entirely different set of priorities. And the years leading up to retirement can shape your financial future more than many dentists realize.
- Profitability, staffing, retirement plan design, real estate, and ownership structure all influence what your practice can ultimately provide
- Many choices and opportunities that impact retirement are determined well before you ever step away
- The earlier you begin planning, the more flexibility you’ll have when it’s time to transition
Retirement isn’t built in the year you sell your practice. It’s the result of years of intentional planning.
Dana’s 3-Step Approach
- Understand where your practice stands today – evaluate the financial, operational, and structural factors that contribute to its long-term value
- Strengthen what you’ve built – identify meaningful opportunities and adjustments that may improve your business ahead of a sale or transition
- Connect it to your future – align your practice, retirement, succession, and personal goals together into one intentional plan for life beyond dentistry
Signature Perspective
“Your dental practice is more than a business. It’s the result of a career’s worth of work – and the years before retirement are your opportunity to make the most of it.” – Dana Hastings, CFP®
What You’ll Experience
- A comprehensive assessment of where your practice stands today – and the opportunities that deserve your attention
- Practical priorities to strengthen your business while you still have time to influence its future worth
- A thoughtful strategy designed to support your retirement, your family, and the next chapter of your life
Where You’ll Be Tomorrow
You move from wondering if you’ve captured the full value of your practice to knowing you’ve made the most of your life’s work.
Connect With Dana
If you’re wondering what your dental practice can make possible after you step away, talk with Dana.
This material is for general information and educational purposes only. Information is based on data gathered from what we believe are reliable sources. It is not guaranteed as to accuracy, does not purport to be complete and is not intended to be used as a primary basis for investment decisions.
Find answers to your questions about Hightower Signature Wealth
Hightower Signature Wealth is a fiduciary wealth management practice that provides investment management, financial planning, estate strategies, insurance, and banking solutions. We work with families, business owners, professionals, women, and retirees across more than 40 offices nationwide. Our advisors take the time to understand your financial priorities, develop a plan around your goals, and adjust that plan as your life and circumstances evolve.
Hightower Signature Wealth provides a broad range of wealth management services designed to address different aspects of your financial life. Our capabilities include investment management, financial planning, retirement planning, estate strategies, insurance and risk management, banking solutions, and charitable giving strategies. By considering these areas together, our advisors can develop a coordinated approach based on your goals, priorities, financial circumstances, and plans for the future.
Hightower Signature Wealth advisors work with a broad range of clients, including women, families, business owners, professionals, retirees, and high-net-worth individuals navigating major life or financial transitions. Rather than applying a generic playbook, each advisor tailors the plan to a client’s specific goals and current stage of life – from early-career decisions to multigenerational wealth transfer.
Yes. Hightower Signature Wealth advisors serve as fiduciaries, which means they are committed to acting in their clients’ interests when providing investment advice. We offer fee-based advisory services, with fees depending on the services provided and the specifics of your relationship. Your advisor will discuss the applicable fee structure with you so you can understand how you are charged and what services are included.
Hightower Signature Wealth has more than 40 offices nationwide, allowing our advisors to serve individuals, families, and organizations across the country. Depending on your location and preferences, you may be able to work with an advisor locally or connect with a team in another market. Visit our Locations page to explore our office locations, learn more about the teams in each market, and find an office near you.
Getting started with Hightower Signature Wealth is simple. Complete our online contact form with some basic information about yourself and what you are looking for, and we’ll connect you with an advisor who can discuss your needs and financial priorities. That initial conversation is an opportunity to learn more about our approach, ask questions, and determine whether working with a Hightower Signature Wealth advisor may be a good fit.
Your first conversation is an opportunity for us to learn more about you, your financial circumstances, and what you hope to accomplish. An advisor may ask about your goals, current investments, family considerations, business interests, and other priorities that could influence your financial plan. You’ll also have an opportunity to ask questions, learn about our approach, and discuss what working together could look like.
