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Category Archives: Business Owner Services
Dental Practice Report selects Rick Epple, CFP® as a “2013 Best Financial Advisers For Dentists”
Epple Financial Advisors, LLC. is pleased to announce that Rick Epple, CFP®, has been selected by Dental Practice Report magazine as one of the “2013 Best Financial Advisers for Dentists” list in their April 2013 edition. Mr. Epple is one … Continue reading
Shredding Event – April 20
Shredding Event: Please mark your calendar for Saturday, April 20 for our clients and friends to bring their documents for onsite shredding. Details below and by clicking here: (http://epplefinancial.com/files/2013%20EFA%20Shredding%20Event.pdf) Epple Financial Advisors is hosting a FREE shredding event on April … Continue reading
Don’t Lose Business to Virtual Advisers
“Don’t Lose Business to Virtual Advisers” was written by Veronica Dagher from the Wall Street Journal. Rick Epple, CFP(r) was interviewed and contributed to the article about his experience with working with clients he had never met in person. Click … Continue reading
Credit Score
As a member of NAPFA, I received the following email with a link that allows a person to check their credit score. I tested the service and I like that you can actually get a number to compare and it is free. Since your credit score … Continue reading
Posted in Business Owner Services, Financial Planning
Tagged Consumer, Credit history, Credit score, Credit.com, Equifax, FICO, Finance, TransUnion
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Shredding Event – April 20
Shredding Event: Please mark your calendar for Saturday, April 20 for our clients and friends to bring their documents for onsite shredding. Details below and by clicking here: (http://epplefinancial.com/files/2013%20EFA%20Shredding%20Event.pdf) Epple Financial Advisors is hosting a FREE shredding event on April 20th. … Continue reading
Resource for Dentists
As a dentist, dental school focuses on the skills and techniques needed to be a successful dentist. In my experience, dental schools do not prepare dentists to become successful small business owners. The skills and techniques required to be a … Continue reading
Posted in Business Owner Services, Financial Planning
Tagged Business, Dental school, Dentist, Dentistry, Health, Healthcare, Patient, Services
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Dentist-Renstrom Dental Studio
I would like to take this opportunity to introduce you to a company I’ve known for years as part of the Northern Dental Alliance (NDA- http://www.northerndentalalliance.com ) and that offers a service to dentists that I think you should know … Continue reading
Supporting Grieving Clients
A couple of months ago, I spent a week in Chicago at the National Association of Personal Financial Advisor‘s (NAPFA’s) National Conference. It was a great week of meeting friends and learning more about how I can better help our … Continue reading
Be Quick, But Don’t Hurry
Last Month, I spent a week in Chicago at the National Association of Personal Financial Advisor‘s (NAPFA’s) National Conference. It was a great week of meeting friends and learning more about how I can better help our clients. During one of … Continue reading
Health Insurance Reform – Resource
As the election season heats up with the Summer and the US economy continues to sputter along, I think it is important for all of us as business owners to better understand the impact Health Reform has on our businesses. … Continue reading
