Be Sure
About Your
Financial Future
Learn About
Our Firm
For more than 12 years, Moss, Luse & Womble, LLC has been serving clients across the country. Our firm, based in Plano, TX, is an innovative accounting and financial planning firm that specializes in healthcare, particularly in dentistry. We provide a comprehensive range of accounting services tailored to meet the needs of individuals, businesses, and dental practices. Our firm prioritizes accountability, prompt responses, and providing our clients with a genuine and personal experience. Our goal is to establish the financial future of the world’s leading professionals and their businesses by restoring the value in preparation, managing success, and the accountability we believe is essential to relationships.
Our firm takes a non-traditional approach that ensures our clients feel comfortable and at ease. We understand that your finances are personal and unique to your business, which is why we provide tailored services to meet your individual needs. Our commitment to transparency means that there are no hidden fees, onboarding fees, or communication delays. Our team is dedicated to supporting you and providing the resources necessary to help you reach your goals and celebrate your successes. We strive to educate you, ensure compliance, maintain accurate accounting, and create a strategic financial plan to lead you towards your ultimate financial objectives.
Our goal is not to attract every customer but rather to assist those who feel we are a good fit for them. As a company focused on specialized healthcare niches, notably dentistry, we serve a range of professionals, such as dentists, oral surgeons, dermatologists, orthodontists, and various other professionals. We aim to help dental professionals achieve long-term success and financial stability. We firmly believe that your hard work deserves recognition, and we are here to offer continuous support and celebrate your achievements. You can feel at ease here as if you are a part of our close-knit family.
Managing your finances effectively is essential to achieving success. At Moss, Luse & Womble, we offer outstanding financial planning and accounting services that aim to secure your financial future. Our tailored approach ensures a strong and lasting relationship with our clients in the dentistry industry. We strive to bridge the gap between your current achievements and your future goals. While accomplishing success is commendable, managing it can be challenging. That’s why we believe that every professional should prioritize financial planning and accountability. We understand that there may be objections to seeking assistance with your finances, but without all the necessary information, valuable conclusions cannot be reached. Hesitation is the only obstacle between you and your trusted partner for your success. Give us a call.
For more than 12 years, Moss, Luse & Womble, LLC has been serving clients across the country. Our firm, based in Plano, TX, is an innovative accounting and financial planning firm that specializes in healthcare, particularly in dentistry. We provide a comprehensive range of accounting services tailored to meet the needs of individuals, businesses, and dental practices. Our firm prioritizes accountability, prompt responses, and providing our clients with a genuine and personal experience. Our goal is to establish the financial future of the world’s leading professionals and their businesses by restoring the value in preparation, managing success, and the accountability we believe is essential to relationships.
Our firm takes a non-traditional approach that ensures our clients feel comfortable and at ease. We understand that your finances are personal and unique to your business, which is why we provide tailored services to meet your individual needs. Our commitment to transparency means that there are no hidden fees, on-boarding fees, or communication delays. Our team is dedicated to supporting you and providing the resources necessary to help you reach your goals and celebrate your successes. We strive to educate you, ensure compliance, maintain accurate accounting, and create a strategic financial plan to lead you towards your ultimate financial objectives.
Our goal is not to attract every customer but rather to assist those who feel we are a good fit for them. As a company focused on specialized healthcare niches, notably dentistry, we serve a range of professionals, such as dentists, oral surgeons, dermatologists, orthodontists, and various other professionals. We aim to help dental professionals achieve long-term success and financial stability. We firmly believe that your hard work deserves recognition, and we are here to offer continuous support and celebrate your achievements. You can feel at ease here as if you are a part of our close-knit family.
Managing your finances effectively is essential to achieving success. At Moss, Luse & Womble, we offer outstanding financial planning and accounting services that aim to secure your financial future. Our tailored approach ensures a strong and lasting relationship with our clients in the dentistry industry. We strive to bridge the gap between your current achievements and your future goals. While accomplishing success is commendable, managing it can be challenging. That’s why we believe that every professional should prioritize financial planning and accountability. We understand that there may be objections to seeking assistance with your finances, but without all the necessary information, valuable conclusions cannot be reached. Hesitation is the only obstacle between you and your trusted partner for your success. Give us a call.
Invest In Your Success
Discovery Call
This call serves as a chance for us to get to know you and understand your needs. Our primary objective is to assess whether we are a suitable match for you and illustrate how our financial planning and accounting services can be advantageous and tailored to your needs.
NCI Form
Once you’ve talked with our senior planner and decided we’re a good match, you will fill out our New Client Information form indicating you are ready to move forward. Once the form is filled out, we’ll send you a summary email and introduce you to your team.
Consultation
This thorough consultation will establish the basis for your customized financial plan and be crucial to the yearly process. You can count on our personalized service, which includes communicating with a team member through email or phone whenever you require assistance or have inquiries.
Trust in a Process
Focused
on You
Onboard With Confidence
Step 1
To get started, request an introductory call where you can speak directly with one of our financial planners. During this call, we’ll discuss how we can help you, provide a detailed breakdown of our services, and, most importantly, listen to your needs as a potential client.
Step 2
After the call, we’ll send you a summary of the discussion, your potential onboarding period, and the deadline for completing onboarding forms.
Step 3
Once you’ve submitted your onboarding documents, we’ll assign a team to you and schedule a call with your senior planner to introduce you to your team. It’s that simple!
Discover the Benefits
What Our
Clients Say
“Massively increasing our net worth and projecting retirement dates that are, in all honesty, earlier than we want—individualizing our financial planning. Planning to afford the lifestyle we want, save, and have peace of mind -we are working towards financial freedom far earlier than we could have. MLW and our financial planners and team truly offer financial services, they embody client services and customer success principles. No cookie cutting here, but they do bake you cookies.”
Dominique Fufidio, DDS
Dallas, TX
DISCLAIMER: The individual providing this testimonial is a current client of Moss, Luse & Womble, LLC and has not been compensated for it. There are no conflicts of interest on the part of our client resulting from our relationship with them.
“The greatest benefit of our years spent planning with Jackson has been tracking the progress of our finances from residency and starting a practice to building and maintaining a successful office, and at the same time, looking to the future and knowing that we will understand our preparation for future retirement.”
Blake Hemphill, DDS, MS
Celina, TX
DISCLAIMER: The individual providing this testimonial is a current client of Moss, Luse & Womble, LLC and has not been compensated for it. There are no conflicts of interest on the part of our client resulting from our relationship with them.
Dominique Fufidio, DDS
Dallas, TX
DISCLAIMER: The individual providing this testimonial is a current client of Moss, Luse & Womble, LLC and has not been compensated for it. There are no conflicts of interest on the part of our client resulting from our relationship with them.
Blake Hemphill, DDS, MS
Celina, TX
DISCLAIMER: The individual providing this testimonial is a current client of Moss, Luse & Womble, LLC and has not been compensated for it. There are no conflicts of interest on the part of our client resulting from our relationship with them.