Quarterly Salt Lake City Time with Doctors and Dentists
Every few months I make the trip to Salt Lake City to spend time with physicians and dental clients who prefer to meet in person. While a lot of business today happens over Zoom or email, many doctors still appreciate sitting down face-to-face to walk through their retirement planning, investment structures, and the mechanics behind their pension plans. Those conversations tend to be more productive in their own offices, with their teams nearby and their questions in front of them.
My role in those meetings is simple: to be a high-touch partner to both the doctor and their staff. Pension planning for medical professionals can involve a lot of moving pieces—from contribution limits and investment allocations to coordinating with CPAs and practice administrators. Being physically present allows me to answer questions, review numbers together, and make sure everyone involved understands how the plan is working.
Salt Lake City has become one of the places where I’ve built many of these relationships. It’s a remarkable city with a thriving medical and dental community. In fact, Salt Lake has been recognized as having the second-highest concentration of plastic surgeons in the United States, which reflects the broader density of physicians practicing throughout the region.
That concentration of medical professionals makes it a natural place to spend time building relationships and supporting clients. Many of the doctors I work with there run busy practices, so being willing to travel and meet them where they are matters. It allows them to stay focused on their patients while still getting thoughtful attention on the financial planning side of their careers.
During these visits I try to structure my days much like a traditional office schedule. From about 9 to 5 I’m usually moving between meetings—sitting down with doctors, practice managers, or advisors to review pension plans, talk through strategy, and answer whatever questions have come up since our last conversation.
Outside those hours, Salt Lake City is simply a wonderful place to spend time. The museums, the walkable downtown, the food scene, and the surrounding mountains make it a city that’s easy to enjoy. It’s one of those places where you can work hard during the day and still feel like you’re experiencing something new every time you visit.
In the weeks leading up to each trip I typically send out a small mailer to regional dentists to let them know I’ll be in town. The goal is simply to make myself available for anyone who might want to sit down, ask questions about pensions, or explore whether a retirement strategy could make sense for their practice.
So if you’re in the Salt Lake City area and would like to connect while I’m there, please feel free to reach out. And if you’re based in San Diego, you have access to me year-round—but either way, I’m always happy to be helpful wherever I can.
