CBG Financial Planning
Welcome to CBG & Company, Inc.

A Dental Specific Financial Consulting Firm

CBG is a dental specific financial planning, investment, accounting, tax, and consulting firm.

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Our Services

Financial
Planning

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Tax Preparation and Accounting

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Investment
Advisory

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Transition
Consulting

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Here’s How CBG Can Help You:

Emerging Dentists

  • Establish long term financial goals
  • Effectively manage cash flow and debt
  • Develop sound financial principles for young professionals and families
  • Begin to invest for the future
  • Implement risk management strategies
  • Evaluate practice purchase opportunities

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Established Dentists

  • Investment accumulation strategies
  • Eliminate debt
  • Pension plan design
  • Minimize tax liabilities
  • Goal setting and tracking
  • Retirement income planning

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Exiting Dentists

  • Practice transition planning
  • Post ownership cash flow
  • Set appropriate investment risk
  • Insurance risk management
  • Estate analysis & legacy goals

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Financial Consulting Team

In Memoriam

Jim Clark

Principal - CPA,CFP®

Meet our trusted team of advisors who will work with you throughout your financial journey.

Meet Our Team

The Principals

Nick

Nick Catlin

Principal - CPA, CFP®, MBA

CBG Financial Headshots-008-Edit_web-2

Roy Bodinus

Principal - AIF, MBA

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Dan Garwood

Principal - AAMS, MBA

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