The foundation of our success is the use of an economic model that is based on economic principles and NOT opinions.
Mart started his financial journey over ten years ago in the traditional way. He spent thousands of dollars to get a three-ring binder full of mostly boiler-plated financial planning information. It was essentially worthless because there was no incentive to implement the plan. Once the planner had his money, he was gone and Mart's plan was not implemented efficiently. Then, fortunately, Mart was referred to Tim by a dental colleague. Tim has been Mart's personal advisor—and now partner— ever since. The McClellan family has experienced first-hand what this powerful financial process is all about. We feel it is important as advisors that if we are going to walk the walk, then we have to talk to the talk.
Tim and Mart started Reality Financial Group in 2002 to bring this information to health professionals. Having a dentist who is also an advisor sets us apart from almost every other advisory group because he walks in the shoes of a practicing dentist. Being a member of the dental profession provides additional benefits that cannot be found in a traditional planning company.
This unique collaboration has enabled us to lecture to dental schools, regional meetings, hospitals, study clubs and more. We have also been asked to be on the advisory board on Mentor Magazine , a publication for the advancing dentist. We have also written numerous articles in Dentist's Money Digest on personal finance.
We look forward to many more speaking engagements as well as writing opportunities!
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