Accumulate... Preserve... Perpetuate... Community
Personal Financial Independence Planning (Phase I)
After careful review of your specific circumstances, your CWA financial advisor will discuss money accumulation, debt evaluation, tax spirals, income tax strategies, investments, retirement planning, insurance, estate disposition, practice or business issues, and much more.
Monitoring - Annual Planning Review and Update (Phase II)
We know that the greatest probability of success is achieved when you state your goals and revisit them periodically to monitor and accommodate changing variables. During Phase II of our program, we will help you successfully navigate the dynamic financial arena.
Practice Evaluation and Transition Consultation
With over 20 years of experience and over 400 successful partnerships, we are confident we can help you successfully sell all or a portion of your practice and greatly further your financial plan. Click here for a free informational CD or DVD.
Cain, Watters & Associates, P.L.L.C. is a "fee-only" accounting firm working with approximately 1200 dentists across the country and is a community dedicated to the accumulation, preservation and perpetuation of wealth. We provide a complete range of services designed to address both personal and professional financial concerns. These services include cash flow and debt evaluation, tax strategies for dentists, advice on business operation and structure for a dental practice, investment advice, and implementation of pension plans and practice transition strategies. Our firm also includes a comprehensive estate-planning department, with advisors skilled in everything from the review of simple wills to the establishment of private foundations. Our advice is specific to your individual circumstances.
CWA Affiliates
- Intranet Dental Community
- National Dental Placement
- Mentors Network
- Emerging Market Partners
- Financial Management Research
Community
- III to I Foundation
- Dental Community Financial Holdings
- Family Legacy Trust Company
Professional Associates
Cain, Watters recognizes the need to enlist the expertise of other professionals to implement our financial plans and we often refer clients to other professionals when appropriate.
Media Center
Our Media Center contains audio and video clips with Darrell Cain speaking about important financial topics.
Contact Us
Cain, Watters & Associates
5580 Peterson Lane, Suite 250
Dallas, Texas 75240-5158
Phone: (972) 233-3323
Fax: (972) 663-3799