Our Primary Purpose
For over 20 years, DBS Investment Advisers, LLC has provided dentists with dedicated investment services and goal-based financial planning. We assist in the selection of investments and strategies that best fit your needs. We also manage the ongoing research, trading, rebalancing, and maintenance activities needed to proactively align your investments with your goals. We know the ins and outs of the dental business and know the best ways to maximize your financial plan as a highly paid professional!
MDA Endorsement
DBS Investment Advisers is the Michigan Dental Association’s only endorsed vendor for financial planning and investment management. We also offer a discount on our services to new clients who are MDA members!
A Personal Approach
Our team is always available via phone or email, and our advisors meet with clients face-to-face on a regular basis to review their individual financial situation, answer any questions, and plan for any upcoming life changes. We also make in-person visits for office retirement plans—accommodating your schedule, of course—so that your employees can ask us questions directly instead of using you as a middleman.
Meet Our Managing Partner – Ted Schumann II
For over 14 years, Ted has been helping clients plan their financial future. Ted works with both office retirement plans and individual clients. From portfolio management to financial planning, debt-reduction strategies, and fiduciary client service, Ted provides clients with comprehensive strategies and assistance to prepare for retirement.
Systematic Withdrawals in Retirement
