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January 15-20, 2018
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Cain Watters & Associates

Our work at Cain, Watters & Associates, P.L.L.C., (CWA) involves connecting dental professionals with our services to change their lives for the better; it is an extremely rewarding role.

The New Client Services team is tasked with introducing dentists at every stage in their career to CWA’s team of CPAs, who work diligently to help clients reach personal and professional goals. The team provides a comprehensive review of their dental business and personal finances. They look closely at the full picture of their life and their related professional and personal goals to reach financial success. 

Our work also includes helping doctors navigate the complex financial issues of bringing on a partner, building a new office, tax planning, and much more. Being able to talk through these decisions with a professional that understands their goals and financial situation, helps provide a full picture for our clients, which enables them to make more informed decisions.

CWA is a “fee only” certified public accounting firm located in Plano, Texas. CWA has provided the dental community with comprehensive, independent business planning advice since 1984. Representatives from CWA began lecturing in 1984 to various dental societies, study clubs, state and national associations and investment symposiums. CWA’s presentations draw from almost 30 years of experience in dental consulting topics that are educational in nature. Speaker qualifications combined with independent advice and lecture topics regularly attract high attendance during large multi-speaker meetings. All of our presentations can be tailored to fit your meeting’s agenda and time needs. CWA consults clients on tax planning, accounting, investments, corporate structure, insurance, practice transitions, estate planning, retirement plans and cash flow & debt evaluation.

We invite you to reach out to our client team so we can get a good understanding of your financial situation and determine if the time is right to plan for your financial future.

Contact Information
Cain, Watters & Associates, P.L.L.C.
6900 N. Dallas Parkway, Suite 500
Plano, TX 75024
P: 972.233.3323
http://www.cainwatters.com/about/

Charles Loretto
Director of New Client Services
charles@cainwatters.com
972.233.3323

Kaitlin White
New Client Services & Seminars
kaitlin@cainwatters.com
972.764.6018


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