Cain Watters & Associates

"Don't do business with a Cain Watters dentist if you're an associate or dentist looking to buy in (This can be validated by other dentists on dentaltown). My wife ended up buying in w Cain Watters dentist and they ended up buying her back out for almost a million. The spouses were making a fat retirement as salaried employees but were never seen at the office and my wife was unknowingly contributing money to that. We were more than confident going to court against a Cain Watters represented client and the business dealings going on. She went off and bought her own practice and she's doing better and has no practice debt. If you're a younger dentist make sure to figure out practice management and you'll end up saving yourself a fortune. I've been to Plano and met with the Cain Watters reps. They target the top % of a high earning profession- so be careful. We're doing better and are 10 years younger than the Cain Watters dentists we know who bragged about being able to retire. Don't use Tom and Lauren. If you need someone to tell you you’re doing really well for a sense of security, I’ll do it, and charge half the price. The doctors we did business with could potentially be in jail with other accounting firm shenanigans that were going on. They’re lucky to have leveraged my wife’s practice equity so we wanted out quick and into settlement and contracts were signed to move on. Post 7 years leaving a Cain Watters dentist and now worth in the 8 figures. Liquid and can retire. Do what we want. Definitely don’t do business with Cain Watters or a Cain Watters dentist. It will not be in your best financial interest. Never would have got here being affiliated with them. Early 40’s, liquid, Building a 22 op office, we can buy more offices if we want , do whatever, wherever we want now. I can leverage my assets to substantially grow my net worth now more than ever should I choose to do so. Would have never happened if we had continued to do business with a Cain Waters dentist (Bill Schultz). Our full potential would have been steered toward their doctor's gain. The real estate we own now is worth more than he is. Every time I get asked about our situation it’s 5 minute conversation to easily steer people away just by showing assets, CW costs vs costs of finding other professionals to do the same work. I’ve steered a significant number of people away and will continue to do so."

"This firm is a fee-only financial planning group, and is a fiduciary for YOU. Initially conceived to serve productive dentists, they can serve most owner & Entrepreneurial business needs. This legacy firm has served and blessed my parents, me for 28 years, and my dentist sister! We love and trust these people! Generally: you will be matched with a planner who uses the same vehicles for their own financial success as you use! They have seen all of the blessings and problems that happen in real life. I know examples of when someone was audited, and a team showed up to support them, or when a dentist in a group practice died suddenly, and they showed up to make sure the family had every benefit of the dead Dentist’s hard work. Mostly, I watch them shepherd people toward their financial success customized for each client. They can do your taxes and guide your growing pains and help sell your practice. The charitable foundation called the 3 to 1 foundation is a blessing of education for clients children, and also benefits the Dallas area and the Dental practices employees. When the hot shots who are running the show eventually retire, there are already talented, intelligent, committed people who will take care of the next generation. My family and I are in awe, and in debt to this amazing group! And it is really cool to visit the Star in Dallas, even if you’re a committed Philadelphia Eagles fan!"

"I am a huge fan of Cain Watters especially Tom Gates and Lauren and Trudi! They are an amazing team that has given me tremendous help for almost 10 years now. The improvements to my corporation and to my overall wealth are exponential. Before I came to them, I felt lost with my personal and professional finances and that I was doing everything wrong. Now I feel confident that all aspects in my life are being optimized. Thank you all for this feeling of security."

"My husband and I have been working with Cain Watters for two years now, and it has been very beneficial for our dental practice as well as our personal finances/retirement planning. Angie and Paige have been incredibly knowledgeable and helpful throughout our practice purchase and yearly evaluations. We are so thankful for our team at Cain Watters, for all you’ve taught us, and for all you’ve done to help us and our practice!"

"Cain Watters has been a key member of our A-team for 4 years now. All of our important decisions are shared with them because they always have great advice for any regarding the business part of our practice and retirement. They have saved us more money than what they have cost over the years. Brook is our advisor and he is so helpful for both the big and little things involving money. I have recommended them to all of our dental colleagues and all have joined with the Cain Watters team. They help me sleep well at night."