I have been blessed to be associated with CWA for over 25 years. As I am approaching retirement- I can really begin to see what all the years of planning have provided for me and my family. After spending a few years in dental practice and "wandering" from one financial planner to another- I found that most of them were associated and compensated for what they were "selling" me. While it was all somewhat worthwhile- it did not quite feel right. Once I understood the relationship and how it worked- I was much more comfortable in finding a firm that provided a "fee for service" model just like I was trying to achieve with my private dental practice. With a great recommendation from a dental colleague who I respected- I was introduced to CWA. Since then- the peace of mind that was provided for me about my future was an easy journey with CWA. Quite frankly, I only really look at my financial matters on the one day a year meeting. I don't stress about what is going on in the financial world and rely on their advice to keep things moving to my goals needed for my upcoming retirement. For me, CWA is the "only way to go" no matter how far along you are in your journey to retirement and a successful dental practice transition.

I became a client of Cain Watters in 2017. We met Brittany Frazier and our lives have not been the same. Brittany and the team have helped us negotiate our path in practice and continue to guide us through our financial growth as well. Cain Watters was at the forefront of assistance to address the challenges that COVID presented to our financial and practice world. My wife and I could not imagine what that process would have looked like if we were not connected with Cain Watters. We appreciate what they have done for us professionally and personally. I am excited to see what the future holds with Brittany's guidance.

What can I say? Bradley has been everything my wife and I hoped for and more. A true gentleman, compassionate, caring, a friend, and a true professional. Cain Watters should be extremely proud to have brad representing them. We started with Brad a few years ago. He helped get me organized with my finances and held my hand throughout the very stressful process of selling my practice. He evaluated all possibilities for my sale of my dental practice to many potential buyers. It took a year to have my practice sold. Brad was the unemotional side of me helping me realize the pros and cons of each deal. Brad is now helping me understand the final process of selling my last 25% of my practice. He also is helping me understand why selling my primary residence is better to be sold this year vs. next year. He is helping me get my life in order for retirement. I can't give Brad enough accolades for his tireless work with my wife and I and would certainly recommend him to anyone needing assistance with complicated business decisions and planning for life after dentistry. He has been a game change for us!!!!