Retirement Investment Management
Founded by Dentists, Managed by Professionals
The California Dentists’ Guild is your retirement planning manager.
Our not-for-profit organization was founded by dentists in California. This focused approach and knowledge of the dental industry makes CDG a great partner when planning for a secure retirement.
Just a Few of Your Benefits as a CDG Member
There is no cost to join the Guild, but you must be a registered dentist in California.
We pool our investments to leverage programs that provide greater value while maintaining individual accounts, giving you access to institutional funds at a lower cost not normally available to the retail public.
We perform yearly IRS mandated tests (cross-testing) and prepare your tax Form 5500 at no additional cost.
You have access to investment education and guidance, and benefit from personalized services by the CDG staff.
Our team reviews current investments, recommends changes and provides continuing investment monitoring services.
Once you determine we are a fit for your future retirement needs, call us for a complimentary financial analysis at (800) 851-0008.
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