Mission Statement:  To serve clients effectively and efficiently, with cost in mind, to further their financial plan.

 

We consider ourselves a boutique planning firm and pride ourselves on availability and responsiveness. To accomplish this, our goal is to have a client base where we can support them as soon as we are needed.

Through our comprehensive evaluation of your financial situation, we strive to leave no stone unturned in determining the best path for every given situation that arises in your financial journey.  

As such, we place an emphasis on Strategic Planning as we believe every dentist should know where their practice and personal life is headed over the near, intermediate and long term.   This is imperative to ultimately be successful in reaching your goals.  

 

 

Financial Planning:

    Financial Consulting

    Dental Practice Advisory

    Tax Planning

    Cash Flow Analysis

    Retirement Projections

    Risk Management

    Practice Transition Strategy

    Insurance Planning

    Estate Tax Guidance

    Pension Planning

    Practice Start-Up Planning 

    Debt Planning

    Investment Advisory

    College Planning

Tax Preparation:

    Personal Tax Returns

    Practice Tax Returns

    Business Personal Property Returns

Accounting:

    Monthly Bookkeeping

    Financial Statement Preparation

Investment Management:

    Retirement Investment Accounts

    Non-retirement Investment Accounts

 

Joe Applewhite, CPA

Joe is a Certified Public Accountant (Texas) and an Investment Advisor Representative.  Joe graduated from the University of Notre Dame with a BBA in Accounting and then went back to his native Texas for his Masters in Professional Accounting at The University of Texas at Austin. 

Joe has been in the dental arena for over a decade and founded Applewhite Financial Planning.  Prior to his dental focus, Joe was a Portfolio Compliance Manager at WhiteHorse Capital Partners.  Joe also began his career in Public Accounting at Deloitte & Touche. 

Joe and his wife, Amanda, have 3 children and when he’s not working or enjoying family time, you’ll find him watching any sporting event on TV.


Tim Buys, CPA

Tim is a Certified Public Accountant (Texas) and an Investment Adviser Representative.  He graduated from Grand Valley State University in Grand Rapids, MI.

At Applewhite Financial Planning he serves as the “CFO” to dental practices across the country.  Prior to joining Applewhite Financial Planning, he worked with clients in the hedge fund and private equity industries through the Investment Management practice at Deloitte & Touche, LLP.

Tim and his wife, Heidi have one daughter - he enjoys spending time with his family, participating at church and traveling.

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Applewhite Financial Planning PLLC

5430 LBJ Freeway Suite 1200

Dallas, Texas 75240

[Atmos Energy Building - Lincoln III]