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.

Our Services


Tax Preparation and Accounting



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

Established Dentists

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

Exiting Dentists

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

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.

The Principals


Nick Catlin

Principal - CPA, CFP®, MBA

CBG Financial Headshots-008-Edit_web-2

Roy Bodinus

Principal - AIF, MBA

Dan Garwood

Principal - AAMS, MBA