"Whatever your dreams are, you need a framework for making wise decisions about your money that will help enable you to achieve all that is important to you." - Tim McNeely
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"Many dentists today are facing difficult choices in achieving their financial goals and are asking serious questions...As well they should..."
Learn a Wealth Management Framework
Whatever your dreams are, you need a framework for making wise decisions about your money that will help enable you to achieve all that is important to you. Chances are good that you have a wide range of financial goals, as well as diverse financial challenges.
Five Key Concepts for Financial Success
  • Concept One: Leverage Diversification to Help Reduce Risk
  • Concept Two: Seek the Potential Benefits of Lower Volatility
  • Concept Three: Use Global Diversification to Help Enhance Returns and Reduce Risk
  • Concept Four: Employ Asset Class Investing
  • Concept Five: Design Efficient Portfolios
About The Author - Timothy J McNeely
Tim McNeely is CEO of LifeStone Wealth Management, a wealth management firm that works with a limited number of entrepreneurial dentists and business owners for whom he can have a major impact.

However, what matters most is Tim meeting his wife, Dana Yeoman, D.D.S. In the process of joining lives together Tim learned what the life of a dentist is like. Seeing his wife’s frustration with the complexity of running a dental practice, he set out to make things simple. Since meeting his Dana, Tim has helped hundreds of busy dentists make informed decisions about their money so they can spend more time focusing on what they love to do and less time tethered to the dental chair. Tim and Dana enjoy exploring California’s wine country, savoring a good single malt, and raising standard poodles.
Timothy J McNeely, CEO
CERTIFIED FINANCIAL PLANNER™
"I believe that all business owners and successful dentists deserve a wealth management plan as unique as they are"
(818) 534-4940
LifeStone Wealth Management
18919 Nordhoff St, #6C
Northridge, CA 91324
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