CWA is a CPA and Registered Investment Advisory (RIA) firm providing comprehensive financial planning, accounting and tax services to more than 1,600 dental clients in 49 states -- over 200 of these dentists are orthodontists.  We are a community of individuals dedicated to the accumulation, preservation and perpetuation of wealth. We take pride in our ability to guide you and your team of advisors in every financial decision that you make as an orthodontist, personally and professionally.

CWA consultation services include: Personal planning and identification of financial goals, retirement planning, business planning which includes production analysis and goal setting, and if applicable, an analysis of other critical issues defined by the client.

Special Notes:

A CWA financial advisor will be conductiong the consultation for the 2017 winner this upcoming spring.

6900 N. Dallas Parkway • Suite 500 •Plano, TX 75024  972.233.3323 • Fax 972.663.3799 • www.cainwatters.com

Disclosure:
Cain, Watters & Associates P.L.L.C. is an investment advisor registered with the Securities and Exchange Commission.  Request Form ADV Part 2A for a complete description of Cain Watters financial planning and investment advisory services.  Winner will be required to sign a New Financial Plan engagement letter with Cain Watters & Associates prior to services provided.