I saw firsthand how well the CDG performed for my parents
As a second generation member of the California Dentists’ Guild (CDG), I saw firsthand how well the CDG performed for my parents and their retirement accounts. Thanks to their collaboration with CDG, they enjoyed a full, wonderful — and comfortable — retirement.
Because of their experience, I didn’t hesitate to join CDG when I became a dentist. I have the utmost confidence in CDG’s management of my investments and the customer service they offer.
Like most dentists, I have a busy practice and family life. I appreciate CDG’s personal care and prompt attention when I have questions or need advice. These qualities and their comprehensive assortment of services make retirement planning that much easier for me and my staff to manage.
Lisa J. Dobak, DDS
What is there not to like about the California Dentists’ Guild (CDG)?
- They provide responsive, informed, and personalized service and investment advice for me and my staff.
They offer a high-quality and diversified selection of mutual funds and investment vehicles.
We love the advantaged pricing we receive because we are investing as a group with other dentists in California. These savings add up.
Finally, because CDG is an organization run by fellow California dentists, the staff understands our business and the challenges we confront day-to-day. I am confident when it is time to retire, my staff and I will be in a better position thanks to the efforts of CDG.
Brian Fong, DMD
Elk Grove, CA
With CDG My Retirement is in Good Hands
As I ran my practice, handled staff and patient matters, and tended to other day-to-day challenges, I found retirement issues often taking a back seat. That did not serve me or my staff well. Thankfully, one of my colleagues referred me to the California Dentists’ Guild.
The CDG staff worked with me and my staff to get a handle on our needs and then prepared an approach designed to meet them. Today, with CDG handling our retirement plans, we are able to concentrate on what we do best — caring for the dental health of our patients and growing our practice.
Another important CDG benefit: we enjoy pricing advantages because we invest as a group alongside other dentists. When we do have questions or need to make a change, CDG gets back to us right away and makes it easy. Their solutions are tailored to our needs and they also help with record-keeping — a big plus at tax time.
If you are a dentist currently in practice or a retired one, take a look at CDG. I think you’ll like what you see.
Ellen Pacleb, DDS
With CDG, I can concentrate on what matters most — my patients
Beverly Hills, CA