Free Consultation for Retirement Planning

Saving enough for retirement? Find out now and get a free consultation.

With the months quickly passing by this year, it is a good time to take a look at your practice's finances to see if you can save more money for retirement. The Federal Government has liberalized pension rules, making it easier for many dentists to get large deductions and greater benefits. The Snyder Group, LLC will provide a free telephone consultation to review various options to see if changes are warranted.

Kindly fill in the following information and click "submit" prior to phoning in order to expedite the process.

	Name:
	E-mail Address:

Mailing Address
	Name:
	Address:
	City:
	State:
	Zip Code:
	Phone:
	Fax:

Please call our toll-free number at 1-800-988-5674, extension 112, to schedule an appointment with Mr. Bruce Bryen, CPA. Please leave a few times and dates when you are available so that the telephone conference call can be easily scheduled.

	Type of Practice (business entity):
	Sole Proprietorship		Corporation
	Partnership		S Corp
	Limited Liability Company		C Corp

2007 Collections:				($)
Overhead Percentage:				%

	Number of Full-Time staff members:	Administrative:
		Assistants:
		Hygienist:

Do you have an existing retirement plan?
				Yes
				No

If you have an existing retirement plan, do you know its type?
				Yes
				No
	If so, please list the type of plan you now have:
	Defined Benefit (active or terminated)		Money Purchase
	Profit Sharing		Other:
	401K

What was the average contribution made on behalf of each doctor to your practice's retirement plan(s) in 2007?
			$0 - $10,000
			$10,001 - $20,000
			$20,001 - $30,000
			$30,001 - $40,000
			$40,001 - $50,000
			$50,001+ (defined benefit only)
Is your spouse employed by the Practice?
				Yes
				No
				N/A (No Spouse)
	If yes, amount:			($)

If your spouse is employed by the practice, did you make retirement plan contributions on behalf of your spouse in 2007?
				Yes
				No
	If Yes, amount of contribution for Spouse in 2005:			($)

Real Estate Holdings:
	Value: ($)		Mortgage Balance:	($)
	Value: ($)		Mortgage Balance:	($)
	Value: ($)		Mortgage Balance:	($)

	Please indicate your age category:
	20-29		50-59
	30-39		60-69
	40-49		70 and older

	Please indicate your wife's age category:
	20-29		50-59
	30-39		60-69
	40-49		70 and older

What would you like to accomplish during our complimentary telephone conference call?

How did you hear about us?

	Web Search
	Consulting Firm
	Journal Ad
	Accountant
	Snyder Group Client
	Dental Supply Company
	Seminar
	Other