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Moss, Luse & Womble LLC

Be Sure
About Your
Financial Future

Michael HM

Learn About
Our Firm

About Us

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.

  • 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.

Invest In Your Success

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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.

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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.

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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.

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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!

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.


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“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.


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