CBG Financial Planning

Emerging Dentists

Our Services Financial Planning Tax Preparation and Accounting Transition Consulting Investment Advisory Emerging Dentists Dr. Monica has been practicing dentistry as an associate for 3 years.  She is married with...

Transition Consulting

Our Services Financial Planning Tax Preparation and Accounting Investment Advisory Transition Consulting Assistance and advice during periods of change or transition. Whether you are a doctor looking to bring...

Investment Advisory

Our Services Financial Planning Tax Preparation and Accounting Investment Advisory Transition Consulting Guidance and recommendations for investment decisions. Every client is unique: different histories and perspectives, different hopes and...

Tax Preparation and Accounting

Our Services Financial Planning Tax Preparation and Accounting Investment Advisory Transition Consulting Assisting with tax compliance and financial record-keeping. With our experience in the dental industry and our knowledge...

Financial Planning

Our Services Financial Planning Tax Preparation and Accounting Investment Advisory Transition Consulting Managing your finances strategically and effectively. A financial plan is a journey, not a destination. It is...

About CBG

Our Services Financial Planning Tax Preparation and Accounting Transition Consulting Investment Advisory Information regarding our company. CBG is a dental specific financial planning, investment, accounting, tax, and consulting firm....

Home

Welcome to CBG & Company, Inc. A Dental Specific Financial Consulting Firm CBG is a dental specific financial planning, investment, accounting, tax, and consulting firm. View Services Our Services...

Our Staff

We have a team of professionals working with us. CBG was founded because we saw an opportunity to offer our specialized expertise in financial planning and dentistry in a...

Our Clients

Individuals or organizations that utilize our services. CBG offers a perspective that addresses each element of our clients financial lives. Both personal and practice financial decisions are cross-referenced against...

Contact Us

Contact Us Today Please do not hesitate to reach out to us for assistance with Financial Planning, Tax Preparation and Accounting, Investment Advisory, and Transition Consulting services. We are...