The California Dentists’ Guild is your retirement planning manager.
Our not-for-profit organization was founded by dentists in California. This focused approach and knowledge of the dental industry makes CDG a great partner when planning for a secure retirement.
Just a Few of Your Benefits as a CDG Member
There is no cost to join the Guild, but you must be a registered dentist in California.
- We pool our investments to leverage programs that provide greater value while maintaining individual accounts, giving you access to institutional funds at a lower cost not normally available to the retail public.
- We perform yearly IRS mandated tests (cross-testing) and prepare your tax Form 5500 at no additional cost.
- You have access to investment education and guidance, and benefit from personalized services by the CDG staff.
- Our team reviews current investments, recommends changes and provides continuing investment monitoring services.
Once you determine we are a fit for your future retirement needs, call us for a complimentary financial analysis at (800) 851-0008.